RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
E••• Q•••••• S••••
- Title
- Presidentreportedbrightonwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••••••• W••••• M••••••••• I••• independent RIA currentsince Oct 7, 2020 · Cottonwood Heights, Ut
- B••• I••••••••• unclassifiedMay 17, 2022 to Dec 31, 2024 · Salt Lake City, Ut
- F•••••••• W••••• M••••••••• L•• formerMay 25, 2016 to Aug 11, 2021 · Draper, Ut
- S•••••••• F•••••••• G••••• I•• formerJun 29, 2012 to Feb 19, 2015 · Orem, Ut
- B••••••• W••••• M••••••••• I••• independent RIAMar 3, 2011 to Jun 1, 2012 · Cottonwood Heights, Ut
- Y••••••••• P••••••• formerJul 10, 2009 to Mar 1, 2011 · Idaho Falls, Id
- W••• R•••• A•••••••• L••••• unclassifiedMay 20, 2008 to Dec 31, 2009 · Idaho Falls, Id
- D••••••• T•••• C•• unclassifiedJan 28, 2004 to May 26, 2004 · Salt Lake City, Ut
- D••••••• T•••• C•• unclassifiedJul 30, 2003 to Dec 31, 2003 · Salt Lake City, Ut
- W•••• F•••• I••••••••• L•• unclassifiedSep 26, 2002 to May 1, 2003 · Salt Lake City, Ut
- B••• I••••••••• to no registered destinationleft Dec 31, 2024 · Departure, no registered destination
- F•••••••• W••••• M••••••••• L•• to B••••••• W••••• M••••••••• I•••left Aug 11, 2021, registered Oct 7, 2020 (-308 days) · Other
- S•••••••• F•••••••• G••••• I•• to F•••••••• W••••• M••••••••• L••left Feb 19, 2015, registered May 25, 2016 (461 days) · Other
- B••••••• W••••• M••••••••• I••• to S•••••••• F•••••••• G••••• I••left Jun 1, 2012, registered Jun 29, 2012 (28 days) · Other
- Y••••••••• P••••••• to B••••••• W••••• M••••••••• I•••left Mar 1, 2011, registered Mar 3, 2011 (2 days) · Other
- W••• R•••• A•••••••• L••••• to Y••••••••• P•••••••left Dec 31, 2009, registered Jul 10, 2009 (-174 days) · Other
- D••••••• T•••• C•• to W••• R•••• A•••••••• L•••••left May 26, 2004, registered May 20, 2008 (1455 days) · Other
- W•••• F•••• I••••••••• L•• to D••••••• T•••• C••left May 1, 2003, registered Jul 30, 2003 (90 days) · Other
- E••• Q•••••• S•••• no longer registered at B••• I•••••••••; no later IA registration on IAPDDec 31, 2024 · Advisor departure · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address