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.

Registered advisor

Joseph William Adair

Exponent WealthformerOrem, UtIA-onlyIAPD 7069793

Certified Financial Planner

Feed of 09/14/2026

Also filed as Joe William Adair

At current firm

0 y

since Feb 11, 2026

In the industry

10 y

since Jan 1, 2016 (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

Exponent Wealth former current
since Feb 11, 2026 · Orem, Ut
Diversify Wealth Management, LLC independent RIA
Mar 27, 2024 to Feb 10, 2026 · Orem, Ut
Caliber Wealth Management, LLC former
Sep 8, 2022 to Jul 16, 2024 · Orem, Ut
Teton Wealth Group LLC independent RIA
Feb 1, 2021 to Aug 23, 2022 · Murray, Ut
Sowell Management independent RIA
Oct 14, 2020 to Oct 27, 2021 · Murray, Ut

Moves

a registration end followed by a registration begin elsewhere

Diversify Wealth Management, LLC to Exponent Wealth
left Feb 10, 2026, registered Feb 11, 2026 (1 days) · RIA to a newly registered adviser · moved with a team
Caliber Wealth Management, LLC to Diversify Wealth Management, LLC
left Jul 16, 2024, registered Mar 27, 2024 (-111 days) · RIA to RIA · moved with a team
Teton Wealth Group LLC to Caliber Wealth Management, LLC
left Aug 23, 2022, registered Sep 8, 2022 (16 days) · RIA to RIA
Sowell Management to Teton Wealth Group LLC
left Oct 27, 2021, registered Feb 1, 2021 (-268 days) · RIA to RIA

Signals

Joseph William Adair left Diversify Wealth Management, Llc for Exponent Wealth (registered 2026-02-11)
Feb 10, 2026 · Advisor changed firm · fact
Joseph William Adair left Caliber Wealth Management, Llc for Diversify Wealth Management, Llc (registered 2024-03-27)
Jul 16, 2024 · Advisor changed firm · fact
Joseph William Adair left Teton Wealth Group Llc for Caliber Wealth Management, Llc (registered 2022-09-08)
Aug 23, 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: Former SEC-registered adviserderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address