DFX Intelligence

J••••••• A••• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J••••••• A••• N••••••

Advisor at T••••••••• F•••••••• A•••••••• I•••

OREM, UT

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Search this name across graphsid dfx:ria:c885eab9-fd8e-914f-7a4d-a3baf551d5e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 1, 2022 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••••••••• F•••••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• F•••••••• A•••••••• I•••	State registered	Nov 16, 2023	n/a	yes	OREM, UT	Current employment
S••	Bd affiliated wealth	Feb 1, 2022	Nov 16, 2023	no	ANN ARBOR, MI\|Orem, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••	T••••••••• F•••••••• A•••••••• I•••	Nov 16, 2023	Nov 16, 2023	0	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ T••••••••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 16, 2023 to presentfactForm ADV
→ S••Registered adviserregistration: previous registration
Feb 1, 2022 to Nov 16, 2023factForm ADV

Dated events

Occurred
Nov 16, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c885eab9-fd8e-914f-7a4d-a3baf551d5e7
First observed: Feb 1, 2022
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.