DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

A••••• M••••• O•••••••••

Advisor at N•• M••••••••• G••••

SANDY, UT

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Search this name across graphsid dfx:ria:f2eba6b3-2528-4439-0e7c-3e268ab30713

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 14, 2020 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: N•• M••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
N•• M••••••••• G••••	Independent wealth	Jan 30, 2024	n/a	yes	SANDY, UT\|SANDY, UT	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Mar 29, 2022	Jan 23, 2024	no	SALT LAKE CITY, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	N•• M••••••••• G••••	Jan 23, 2024	Jan 30, 2024	7	Firm change	Ibd to RIA
M•• I•••••••• S•••••••• L••	C••••••••• F•••••••• N••••••	Mar 29, 2022	Mar 29, 2022

Relationships

Registered with (3)

→ N•• M••••••••• G••••Registered adviserregistration: previous registration
Aug 14, 2020 to Mar 15, 2021factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Mar 29, 2022 to Jan 23, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 18, 2021 to Mar 29, 2022factForm ADV

Dated events

Occurred
Jan 23, 2024
Advisor changed firm
A••••• M••••• O••••••••• left C••••••••• F•••••••• N•••••• for N•• M••••••••• G•••• (registered 2024-01-30)
Form ADVobserved 7 days ago
Occurred
Mar 29, 2022
Advisor changed firm
A••••• M••••• O••••••••• left M•• I•••••••• S•••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2022-03-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2eba6b3-2528-4439-0e7c-3e268ab30713
First observed: Aug 14, 2020
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.