DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

C••••• F•••••• M•••••

Advisor at C••••••••

LOGAN, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1df8366-0d56-2300-f4d2-14d9abb32dd3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 2
Observed: May 12, 2017 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C••••• F•••••• M•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

C••••• F•••••• M•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: C••••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••	Asset manager	Mar 26, 2024	n/a	yes	LOGAN, UT	Current employment
C•••••• S••••• I••••••••• M••••••••• I••	Other adviser	Mar 8, 2022	Feb 6, 2024	no	Lone Tree, CO\|SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• I••••••••• M••••••••• I••	C••••••••	Feb 6, 2024	Mar 26, 2024	49	Firm change	Other
C•••••• S••••• I••••••••• A•••••••• I••	C•••••• S••••• I••••••••• M••••••••• I••	Mar 8, 2022	Mar 8, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
151739:106753:CA:2022-03-08	Mar 8, 2022	Mar 8, 2022	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (4)

→ C••••••••Registered adviserregistration: current employment
Mar 26, 2024 to presentfactForm ADV
→ C•••••• S••••• I••••••••• M••••••••• I••Registered adviserregistration: previous registration
Mar 8, 2022 to Feb 6, 2024factForm ADV
→ C•••••• S••••• I••••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2018 to Mar 8, 2022factForm ADV
→ S••••• W••••• I••••••••• A•••••••• I•••

Dated events

Occurred
Feb 6, 2024
Advisor changed firm
C••••• F•••••• M••••• left C•••••• S••••• I••••••••• M••••••••• I•• for Cachetech (registered 2024-03-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1df8366-0d56-2300-f4d2-14d9abb32dd3
First observed: May 12, 2017
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.