DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

B••••••• S••••••••• R•••••

Advisor at P••••••• R••••• P•••••• W•••••• L••

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:dd065f0e-5102-d725-7728-ac0586f62f92

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 14, 2017 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: P••••••• R••••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• R••••• P•••••• W•••••• L••	Independent wealth	Feb 1, 2024	n/a	yes	SALT LAKE CITY, UT	Current employment
P••••••• R••••• P•••••• W•••••• L••	Independent wealth	Feb 27, 2023	Dec 31, 2023	no	SALT LAKE CITY, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• W••••• M••••••••• L••	P••••••• R••••• P•••••• W•••••• L••	May 11, 2023	Feb 27, 2023	-73	Firm change after gap	RIA to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A•••••• W••••• M••••••••• L••	Sep 28, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
164081:324001:UT:2023-05-11	May 11, 2023	Feb 27, 2023	LEHI, UT	Firm change after gap
7691:164081:UT:2022-09-28	Sep 28, 2022	Sep 23, 2022	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (3)

→ P••••••• R••••• P•••••• W•••••• L••Registered adviserregistration: previous registration
Feb 27, 2023 to Dec 31, 2023factForm ADV
→ A•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 23, 2022 to May 11, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 14, 2017 to Sep 28, 2022factForm ADV

Dated events

Occurred
May 11, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd065f0e-5102-d725-7728-ac0586f62f92
First observed: Aug 14, 2017
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.