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Advisor at OXFORD WEALTH MANAGEMENT
LINDON, 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 |
|---|---|---|---|---|---|---|
| OXFORD WEALTH MANAGEMENT | Independent wealth | Aug 20, 2026 | n/a | yes | LINDON, UT | Current employment |
| MY PROSPER TEAM | Independent wealth | Sep 7, 2023 | Jul 1, 2026 | no | LEHI, UT | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jun 24, 2004 | Dec 1, 2005 | no | DRAPER, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MY PROSPER TEAM | OXFORD WEALTH MANAGEMENT | Jul 1, 2026 | Aug 20, 2026 | 50 | Firm change | RIA to RIA |
| WELLS FARGO INVESTMENTS, LLC | MY PROSPER TEAM | Dec 1, 2005 | Sep 7, 2023 | 6,489 | Firm change after gap | Other |