DFX Intelligence

G•••• M••• R••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

G•••• M••• R••••

Advisor at D•••• W••••• A•••••••

Sandy, UT | LEHI, UT

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Search this name across graphsid dfx:ria:d66fa7ed-12f4-c6d2-fcff-2afa42b800ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 28, 2016 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: D•••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• W••••• A•••••••	Independent wealth	Mar 27, 2019	n/a	yes	Sandy, UT\|LEHI, UT	Current employment
C•••• A•••••••	Independent wealth	Oct 28, 2016	Mar 19, 2019	no	SALT LAKE CITY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• A•••••••	D•••• W••••• A•••••••	Mar 19, 2019	Mar 27, 2019	8	Firm change	RIA to RIA

Relationships

Registered with (2)

→ D•••• W••••• A•••••••Registered adviserregistration: current employment
Mar 27, 2019 to presentfactForm ADV
→ C•••• A•••••••Registered adviserregistration: previous registration
Oct 28, 2016 to Mar 19, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d66fa7ed-12f4-c6d2-fcff-2afa42b800ae
First observed: Oct 28, 2016
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.