DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor17 years in industry

R•••••• A•••• G•••••

Advisor at M• P•••••• T•••

LEHI, 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:b4f6b890-f6b8-d5a9-1b60-3a420cb57f5a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: May 5, 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: M• P•••••• T•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 3, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M• P•••••• T•••	Independent wealth	Sep 13, 2024	n/a	yes	LEHI, UT	Current employment
L••••• T•••••• I••••••••• I•••	Independent wealth	Apr 26, 2021	Sep 15, 2022	no	Idaho Falls, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• T•••••• I••••••••• I•••	M• P•••••• T•••	Sep 15, 2022	Sep 13, 2024	729	Firm change after gap	RIA to RIA
D••••••	L••••• T•••••• I••••••••• I•••	Apr 15, 2021	Apr 26, 2021

Relationships

Registered with (7)

→ M• P•••••• T•••Registered adviserregistration: current employment
Sep 13, 2024 to presentfactForm ADV
→ L••••• T•••••• I••••••••• I•••Registered adviserregistration: previous registration
Apr 26, 2021 to Sep 15, 2022factForm ADV
→ D••••••Registered adviserregistration: previous registration
Oct 29, 2019 to Apr 15, 2021factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Sep 15, 2022
Advisor changed firm
R•••••• A•••• G••••• left L••••• T•••••• I••••••••• I••• for M• P•••••• T••• (registered 2024-09-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4f6b890-f6b8-d5a9-1b60-3a420cb57f5a
First observed: May 5, 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.