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.

Current firm

WESTMOUNT PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Nov 5, 2020

First registration

Nov 5, 2020

Dual registered

no

IAPD individual key

7273234

• Occurred

  May 30, 2023
  Advisor changed firm

  Michael Stanley Burr left Mariner Independent for Westmount Partners, Llc (registered 2023-08-04)

  Form ADVobserved 6 days ago
• Occurred

  May 30, 2023
  Advisor changed firm

  Michael Stanley Burr left Mariner for Mariner Independent (registered 2022-05-05)

  Form ADVobserved 6 days ago
• Occurred

  Mar 30, 2022
  Advisor changed firm

  Michael Stanley Burr left Adviceperiod, Llc for Mariner (registered 2022-03-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:211532fd-a648-e301-5f3d-6ab8a5b5185b

First observed

Nov 5, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.