DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

B•••• C• J••••••

Advisor at E• W••••• A•••••••

SALT LAKE CITY, UT | TORRANCE, CA

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Search this name across graphsid dfx:ria:d9c3a9b1-bc7f-559e-70b7-20c24fff7118

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 4, 2013 to Sep 15, 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: E• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 6, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Oct 22, 2020	n/a	yes	SALT LAKE CITY, UT\|TORRANCE, CA	Current employment
F•••••••• I•••••• C•••••	Former SEC adviser	Jan 29, 2014	Oct 21, 2020	no	SALT LAKE CITY, UT\|LOGAN, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• I•••••• C•••••	E• W••••• A•••••••	Oct 21, 2020	Oct 22, 2020	1	Firm change	RIA to RIA
O••••••••• S••••••••• I•••	F•••••••• I•••••• C•••••	Feb 7, 2014	Jan 29, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
153610:111147:UT:2020-10-21	Oct 21, 2020	Oct 22, 2020	LOGAN, UT	Firm change

Relationships

Registered with (3)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Oct 22, 2020 to presentfactForm ADV
→ F•••••••• I•••••• C•••••Registered adviserregistration: previous registration
Jan 29, 2014 to Oct 21, 2020factForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 4, 2013 to Feb 7, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9c3a9b1-bc7f-559e-70b7-20c24fff7118
First observed: Mar 4, 2013
Last observed: Sep 15, 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.