DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

G••• J••••• P•••••••

Advisor at S••••••••• W•••••• L••

LEHI, UT

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Search this name across graphsid dfx:ria:c8398b1e-d97a-7684-ab8e-8f1c9c92e595

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: May 4, 2010 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: S••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
S••••••••• W•••••• L••	Independent wealth	Feb 20, 2024	n/a	yes	LEHI, UT	Current employment
K•••••• I••••••••• M••••••••• I•••	Independent wealth	Mar 3, 2022	Feb 5, 2024	no	Provo, UT\|LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••••• I••••••••• M••••••••• I•••	S••••••••• W•••••• L••	Feb 5, 2024	Feb 20, 2024	15	Firm change	RIA to RIA
P••••• W••••• M••••••••• L••	K•••••• I••••••••• M••••••••• I•••	Feb 28, 2022	Mar 3, 2022

Relationships

Registered with (8)

→ S••••••••• W•••••• L••Registered adviserregistration: current employment
Feb 20, 2024 to presentfactForm ADV
→ K•••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 3, 2022 to Feb 5, 2024factForm ADV
→ P••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 4, 2020 to Feb 28, 2022factForm ADV
→ A• W••••• M••••••••• L••

Dated events

Occurred
Feb 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8398b1e-d97a-7684-ab8e-8f1c9c92e595
First observed: May 4, 2010
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.