DFX Intelligence

M•••• M•••••• P•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

M•••• M•••••• P•••

Advisor at A••••••• W••••• A•••••••• L••

CENTERVILLE, UT

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Search this name across graphsid dfx:ria:b18200e4-2972-8d64-e4d0-3ededcc984b6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2017 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: A••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• A•••••••• L••	Independent wealth	Jun 25, 2021	n/a	yes	CENTERVILLE, UT	Current employment
T••••••••• C••••••• L••	Asset manager	Mar 5, 2018	Nov 22, 2021	no	LEHI, UT\|BOUNTIFUL, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• C••••••• L••	A••••••• W••••• A•••••••• L••	Nov 22, 2021	Jun 25, 2021	-150	Firm change after gap	RIA to new firm
A•••••• I••••••••• A•••••••• L••	T••••••••• C••••••• L••	Mar 28, 2018	Mar 5, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
288576:314668:UT:2021-11-22	Nov 22, 2021	Jun 25, 2021	BOUNTIFUL, UT	Firm change after gap
157314:288576:ID:2018-03-21	Mar 28, 2018	Mar 5, 2018	IDAHO FALLS, ID	Firm change

Relationships

Registered with (3)

→ A••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jun 25, 2021 to presentfactForm ADV
→ T••••••••• C••••••• L••Registered adviserregistration: previous registration
Mar 5, 2018 to Nov 22, 2021factForm ADV
→ A•••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 30, 2017 to Mar 28, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b18200e4-2972-8d64-e4d0-3ededcc984b6
First observed: Jan 30, 2017
Last observed: Sep 14, 2026 9 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.