DFX Intelligence

A••• S•••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

A••• S•••• G•••••

Advisor at P••••••• W••••• G••••• L••

PROVO, UT | Greenwood Village, CO

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Search this name across graphsid dfx:ria:af771dd1-09f1-62b2-2a33-1d9fee9b7020

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 4, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P••••••• W••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• G••••• L••	Independent wealth	Apr 20, 2023	n/a	yes	PROVO, UT\|Greenwood Village, CO	Current employment
T••••••••• C••••••• L••	Asset manager	Jun 5, 2018	Jun 13, 2023	no	AURORA, CO\|LEHI, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• C••••••• L••	P••••••• W••••• G••••• L••	Jun 13, 2023	Apr 20, 2023	-54	Bulk transfer	RIA to new firm
A•••••• I••••••••• A•••••••• L••	T••••••••• C••••••• L••	Jun 28, 2018	Jun 5, 2018

Relationships

Registered with (3)

→ P••••••• W••••• G••••• L••Registered adviserregistration: current employment
Apr 20, 2023 to presentfactForm ADV
→ T••••••••• C••••••• L••Registered adviserregistration: previous registration
Jun 5, 2018 to Jun 13, 2023factForm ADV
→ A•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 4, 2014 to Jun 28, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af771dd1-09f1-62b2-2a33-1d9fee9b7020
First observed: Dec 4, 2014
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.