DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

B••••• D••• B•••••

Advisor at C•••••••

Salt Lake City, UT

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Search this name across graphsid dfx:ria:d0bdff2c-0adf-f294-a83b-f31bdc45a59e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Jan 19, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B••••• D••• B•••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jul 8, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jan 2, 2018	n/a	yes	Salt Lake City, UT	Current employment
K••• C•••••• A•••••••• L••	Former SEC adviser	Jan 26, 2006	Dec 18, 2018	no	DRAPER, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••• C•••••• A•••••••• L••	C•••••••	Dec 18, 2018	Jan 2, 2018	-350	Firm change after gap	Other
M• H••••••• S••••••••• I•••	K••• C•••••• A•••••••• L••	Jan 24, 2006	Jan 26, 2006

Relationships

Registered with (4)

→ C•••••••Registered adviserregistration: current employment
Jan 2, 2018 to presentfactForm ADV
→ K••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 26, 2006 to Dec 18, 2018factForm ADV
→ M• H••••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 9, 2004 to Jan 24, 2006factForm ADV
→ O•••• F•• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0bdff2c-0adf-f294-a83b-f31bdc45a59e
First observed: Jan 19, 2000
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.