DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

N••••• M• M••••••

Advisor at B••• B••• W•••••

••• Locked

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Search this name across graphsid dfx:ria:e371e94d-42df-7476-d76f-dbc97785ac7b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2014 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: B••• B••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	Mar 25, 2026	n/a	yes	Orem, UT\|NEW YORK, NY	Current employment
B••• B••• W•••••	Independent wealth	Nov 5, 2024	n/a	yes	OREM, UT	Current employment

Relationships

Registered with (2)

→ S••••Registered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ B••• B••• W•••••Registered adviserregistration: current employment
Nov 5, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e371e94d-42df-7476-d76f-dbc97785ac7b
First observed: Oct 1, 2014
Last observed: Sep 15, 2026 7 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.