DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

B•••••• M••• D•••••

Advisor at M••••••

••• Locked

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Search this name across graphsid dfx:ria:fab1e8f1-368f-03d1-c5f7-a88be78b6cad

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 30, 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 25, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Sep 16, 2025	n/a	yes	Scottsdale, AZ\|Washington, UT\|St George, UT	Current employment
A•••• W••••• A•••••••	Independent wealth	Jan 25, 2019	Sep 16, 2025	no	LOGAN, UT\|St. George, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• W••••• A•••••••	M••••••	Sep 16, 2025	Sep 16, 2025	0	Firm change	RIA to ibd
T•• I•••••• G••••• I•••	A•••• W••••• A•••••••	Jan 18, 2019	Jan 25, 2019

Relationships

Registered with (3)

→ M••••••Registered adviserregistration: current employment
Sep 16, 2025 to presentfactForm ADV
→ A•••• W••••• A•••••••Registered adviserregistration: previous registration
Jan 25, 2019 to Sep 16, 2025factForm ADV
→ T•• I•••••• G••••• I•••Registered adviserregistration: previous registration
Aug 30, 2017 to Jan 18, 2019factForm ADV

Dated events

Occurred
Sep 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fab1e8f1-368f-03d1-c5f7-a88be78b6cad
First observed: Aug 30, 2017
Last observed: Sep 15, 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.