DFX Intelligence

M••• H••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

M••• H••••• B•••••

Advisor at N••••••• P•••••• W•••••• L••

DRAPER, UT

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Search this name across graphsid dfx:ria:c985db88-58e8-c9db-1e65-c540233dc005

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2000 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: N••••••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••• P•••••• W•••••• L••	Independent wealth	May 7, 2014	n/a	yes	DRAPER, UT	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Aug 1, 2000	May 6, 2014	no	LAYTON, UT\|LAYTON, UT\|Clearfield, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	N••••••• P•••••• W•••••• L••	May 6, 2014	May 7, 2014	1	Firm change	Ibd to new firm

Relationships

Registered with (2)

→ N••••••• P•••••• W•••••• L••Registered adviserregistration: current employment
May 7, 2014 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 1, 2000 to May 6, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c985db88-58e8-c9db-1e65-c540233dc005
First observed: Aug 1, 2000
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.