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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

D•••• D• B•••••

Advisor at J••• M••••• S••••••••• L••

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Search this name across graphsid dfx:ria:f7d6f381-fd60-9855-0ae2-316e213052c1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2017 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: J••• M••••• S••••••••• L••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Dec 21, 2022	n/a	yes	Tooele, UT\|FARMINGTON, UT\|Lehi, UT\|LOGAN, UT\|SANDY, UT\|SALT LAKE CITY, UT\|PARK CITY, UT\|SOUTH OGDEN, UT\|Spanish Fork, UT\|MURRAY, UT\|OREM, UT\|WEST JORDAN, UT\|SOUTH JORDAN, UT\|DRAPER, UT\|SARATOGA SPRINGS, UT\|PARK CITY, UT\|Holladay, UT\|Salt Lake, UT\|TAYLORSVILLE, UT\|SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|PROVO, UT\|WEST JORDAN, UT\|SALT LAKE CITY, UT\|CEDAR HILLS, UT\|PROVIDENCE, UT\|OGDEN, UT\|BOUNTIFUL, UT\|SALT LAKE CITY, UT\|LAYTON, UT\|DRAPER, UT\|SALT LAKE CITY, UT\|Cottonwood Heights, UT\|SALT LAKE CITY, UT\|SANDY, UT\|HEBER CITY, UT\|Riverton, UT\|LINDON, UT\|SALT LAKE CITY, UT\|OGDEN, UT\|LEHI, UT\|PROVO, UT\|Cottonwood Heights, UT	Current employment
T•••••••

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••	J••• M••••• S••••••••• L••	Nov 4, 2022	Dec 21, 2022	47	Firm change	RIA to wirehouse
J••• M••••• S••••••••• L••	T•••••••	Dec 13, 2021	Apr 12, 2022

Relationships

Registered with (2)

→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 5, 2017 to Dec 13, 2021factForm ADV
→ T•••••••Registered adviserregistration: previous registration
Apr 12, 2022 to Nov 4, 2022factForm ADV

Dated events

Occurred
Nov 4, 2022
Advisor changed firm
D•••• D• B••••• left Townsend for J••• M••••• S••••••••• L•• (registered 2022-12-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7d6f381-fd60-9855-0ae2-316e213052c1
First observed: Jan 5, 2017
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.