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Advisor at IRON GATE GLOBAL ADVISORS
NORTH SALT LAKE, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IRON GATE GLOBAL ADVISORS | Independent wealth | Jun 12, 2026 | n/a | yes | NORTH SALT LAKE, UT | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | May 26, 2026 | no | LEHI, UT|LEHI, UT|AMERICAN FORK, UT|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 8, 2022 | Mar 31, 2025 | no | AMERICAN FORK, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | IRON GATE GLOBAL ADVISORS | May 26, 2026 | Jun 12, 2026 | 17 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |