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.

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Registered advisor

L•••• J• C••••

E••••••• W•••••formerOrem, UtIA-onlyIAPD 5257072

Feed of 09/14/2026

Also filed as L•••• Joellen Hurst

At current firm

0 y

since Feb 2, 2026

In the industry

17 y

since Dec 23, 2008 (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

Registration history

IAPD current and previous registrations

E••••••• W••••• former current
since Feb 2, 2026 · Orem, Ut
M••••• S•••••• wirehouse
Aug 18, 2021 to Jul 16, 2024 · Houston, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 26, 2019 to Aug 17, 2021 · Salt Lake City, Ut
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Oct 4, 2016 to Jan 11, 2019 · Provo, Ut
M••••• S•••••• wirehouse
Jun 1, 2009 to Jan 27, 2015 · Provo, Ut
M••••• S•••••• • C•• L•• unclassified
Dec 24, 2008 to Jun 1, 2009 · Provo, Ut

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to E••••••• W•••••
left Jul 16, 2024, registered Feb 2, 2026 (566 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Aug 17, 2021, registered Aug 18, 2021 (1 days) · Wirehouse to wirehouse · moved with a team
N••••••••• M••••• I••••••••• S••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jan 11, 2019, registered Sep 26, 2019 (258 days) · Other
M••••• S•••••• to N••••••••• M••••• I••••••••• S•••••••••
left Jan 27, 2015, registered Oct 4, 2016 (616 days) · Other
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

L•••• J• C•••• left M••••• S•••••• for E••••••• W••••• (registered 2026-02-02)
Jul 16, 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: Former SEC-registered adviserderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address