DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

R••• W••••••••• A••••

Advisor at T••••• W••••• C•••••••

SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:b747979e-8e77-3080-76f5-134458a7e563

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2015 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: T••••• W••••• C•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• W••••• C•••••••	Independent wealth	Jan 21, 2020	n/a	yes	SOUTH JORDAN, UT	Current employment
E•••••• W•••••	n/a	Jul 20, 2015	Dec 31, 2019	no	OGDEN, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• W•••••	T••••• W••••• C•••••••	Dec 31, 2019	Jan 21, 2020	21	Firm change	Other

Relationships

Registered with (2)

→ T••••• W••••• C•••••••Registered adviserregistration: current employment
Jan 21, 2020 to presentfactForm ADV
→ E•••••• W•••••Registered adviserregistration: previous registration
Jul 20, 2015 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b747979e-8e77-3080-76f5-134458a7e563
First observed: Jul 20, 2015
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.