DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst26 years in industry

M•••••• R••••• J••••••

Advisor at C••••••

Salt Lake City, UT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 10, 2000 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: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 7, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jan 24, 2024	n/a	yes	Salt Lake City, UT	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jun 7, 2017	Jan 31, 2024	no	SALT LAKE CITY, UT\|WEST JORDAN, UT\|MORGAN, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	C••••••	Jan 31, 2024	Jan 24, 2024	-7	Firm change	Ibd to RIA
Z•••• C•••••• A•••••••• I•••	L•• F•••••••• L••	Jun 7, 2017	Jun 7, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:319448:UT:2024-01-31	Jan 31, 2024	Jan 24, 2024	MORGAN, UT	Firm change

Relationships

Registered with (6)

→ C••••••Registered adviserregistration: current employment
Jan 24, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 7, 2017 to Jan 31, 2024factForm ADV
→ Z•••• C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 9, 2005 to Jun 7, 2017factForm ADV
→ G••••••• C•••••• M••••••••• L••Registered adviser

Dated events

Order

Occurred
31 Jan 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 10, 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.