DFX Intelligence

C• R•••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor29 years in industry

C• R•••••• H••••••

Advisor at T•••••••• W•••••

Murray, UT

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Search this name across graphsid dfx:ria:f9b3034b-ba36-4b50-b6bd-f0766558f86d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 8, 2016 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: T•••••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••••• W•••••	Independent wealth	Jan 30, 2020	n/a	yes	Murray, UT	Current employment
T•••••••• W•••••	Independent wealth	Dec 8, 2016	Dec 31, 2019	no	SALT LAKE CITY, UT	Previous registration

Relationships

Registered with (1)

→ T•••••••• W•••••Registered adviserregistration: previous registration
Dec 8, 2016 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9b3034b-ba36-4b50-b6bd-f0766558f86d
First observed: Dec 8, 2016
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.