DFX Intelligence

J••• R••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

J••• R••• B•••••

Advisor at B••••••• R••••••••• A•••••••• L••

LEHI, UT | Bountiful, UT

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Search this name across graphsid dfx:ria:c44d26d0-d9dc-f923-5f92-34947bc1464f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2001 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: B••••••• R••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 14, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• R••••••••• A•••••••• L••	Independent wealth	Jan 19, 2017	n/a	yes	LEHI, UT\|Bountiful, UT	Current employment
L•• M•••• L••	State registered	May 9, 2016	Jan 9, 2017	no	OGDEN, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• M•••• L••	B••••••• R••••••••• A•••••••• L••	Jan 9, 2017	Jan 19, 2017	10	Firm change	Other
E•••••• C•••••• M••••••••• L••	L•• M•••• L••	May 18, 2004	May 9, 2016

Relationships

Registered with (3)

→ B••••••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Jan 19, 2017 to presentfactForm ADV
→ L•• M•••• L••Registered adviserregistration: previous registration
May 9, 2016 to Jan 9, 2017factForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 31, 2001 to May 18, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c44d26d0-d9dc-f923-5f92-34947bc1464f
First observed: Jul 31, 2001
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.