DFX Intelligence

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.

Registered advisor

J••• W••••• C•••••••••

E•••••• W••••• M••••••••• L••independent RIASouth Jordan, UtIA-onlyIAPD 5021080

Feed of 09/14/2026

At current firm

2 y

since Jun 27, 2024

In the industry

20 y

since Apr 13, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Co-Founder, Chief Wealth Officerreportedsaltwealthpartners.comfirm site, Sep 15, 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.

Registration history

IAPD current and previous registrations

E•••••• W••••• M••••••••• L•• independent RIA current
since Jun 27, 2024 · South Jordan, Ut
S••• W••••• P••••••• unclassified
Mar 26, 2021 to Jun 24, 2024 · Provo, Ut
E••• B••••• A•••••••• L•• former
May 12, 2010 to Mar 23, 2021 · Boise, Id
B••• C•••••• A•••••••• L•• unclassified
Sep 30, 2008 to May 13, 2010 · Boise, Id
L•• F•••••••• L•• BD affiliated
Jun 8, 2007 to Oct 3, 2008 · Denver, Co
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 14, 2006 to Jun 8, 2007 · Indian Wells, Ca

Moves

a registration end followed by a registration begin elsewhere

S••• W••••• P••••••• to E•••••• W••••• M••••••••• L••
left Jun 24, 2024, registered Jun 27, 2024 (3 days) · Other
E••• B••••• A•••••••• L•• to S••• W••••• P•••••••
left Mar 23, 2021, registered Mar 26, 2021 (3 days) · Other
B••• C•••••• A•••••••• L•• to E••• B••••• A•••••••• L••
left May 13, 2010, registered May 12, 2010 (-1 days) · Other
L•• F•••••••• L•• to B••• C•••••• A•••••••• L••
left Oct 3, 2008, registered Sep 30, 2008 (-3 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••
left Jun 8, 2007, registered Jun 8, 2007 (0 days) · Other

Signals

J••• W••••• C••••••••• left S••• W••••• P••••••• for E•••••• W••••• M••••••••• L•• (registered 2024-06-27)
Jun 24, 2024 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address