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

T••••• T•••••• D••••

A••••• A•••••••independent RIAProvidence, Ut IA-onlyIAPD 6229188

Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Tanner Dance

At current firm

4 y

since Apr 11, 2022

In the industry

14 y

since Apr 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••• A••••••• independent RIA current
since Apr 11, 2022 · Logan, Ut
C••• C•••••• W••••• M••••••••• L•• former
Sep 21, 2020 to Jun 2, 2022 · Providence, Ut
O••••••••• institutional
Sep 16, 2020 to Apr 8, 2022 · Providence, Ut
C••• C•••••• W••••• M••••••••• L•• former
Mar 2, 2020 to Sep 15, 2020 · Providence, Ut
A•••• W••••• A••••••• independent RIA
Oct 10, 2017 to Jan 19, 2020 · Logan, Ut
A•••••• I••••••••• A•••••••• L•• former
Jul 2, 2015 to Oct 2, 2017 · Logan, Ut
S•••••• W••••• P•••••••• L•• BD affiliated
Aug 29, 2014 to Jun 29, 2015 · Logan, Ut

Moves

a registration end followed by a registration begin elsewhere

C••• C•••••• W••••• M••••••••• L•• to A••••• A•••••••
left Jun 2, 2022, registered Apr 11, 2022 (-52 days) · RIA to RIA · moved with a team
O••••••••• to C••• C•••••• W••••• M••••••••• L••
left Apr 8, 2022, registered Sep 21, 2020 (-564 days) · Other
C••• C•••••• W••••• M••••••••• L•• to O•••••••••
left Sep 15, 2020, registered Sep 16, 2020 (1 days) · Other · moved with a team
A•••• W••••• A••••••• to C••• C•••••• W••••• M••••••••• L••
left Jan 19, 2020, registered Mar 2, 2020 (43 days) · RIA to a newly registered adviser · moved with a team
A•••••• I••••••••• A•••••••• L•• to A•••• W••••• A•••••••
left Oct 2, 2017, registered Oct 10, 2017 (8 days) · Other · moved with a team
S•••••• W••••• P•••••••• L•• to A•••••• I••••••••• A•••••••• L••
left Jun 29, 2015, registered Jul 2, 2015 (3 days) · Other · moved with a team

Signals

T••••• T•••••• D•••• left C••• C•••••• W••••• M••••••••• L•• for A••••• A••••••• (registered 2022-04-11)
Jun 2, 2022 · Advisor changed firm · fact
T••••• T•••••• D•••• left Onedigital for C••• C•••••• W••••• M••••••••• L•• (registered 2020-09-21)
Apr 8, 2022 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address