DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner20 years in industry

ERIC ALLEN HALVORSEN

Advisor at PHYSICIAN WEALTH ADVISORS, INC.

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:236fac82-7f42-876b-1e0c-557cb8e17fdb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 22, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PHYSICIAN WEALTH ADVISORS, INC.
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 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 21, 2006
First registration: Aug 22, 2006
Dual registered: no
IAPD individual key: 4974344

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PHYSICIAN WEALTH ADVISORS, INC.	Independent wealth	Oct 3, 2013	n/a	yes	SALT LAKE CITY, UT	Current employment
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP	Bank affiliated wealth	Dec 14, 2010	Nov 18, 2013	no	SALT LAKE CITY, UT	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Feb 6, 2008	Oct 12, 2010	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 7, 2007	Jan 31, 2008	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Jan 8, 2007	Aug 27, 2007	no	SALT LAKE CITY, UT	Previous registration
ZIONS DIRECT, INC.	n/a	Aug 22, 2006	Dec 31, 2006	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP	PHYSICIAN WEALTH ADVISORS, INC.	Nov 18, 2013	Oct 3, 2013	-46	Firm change after gap	Other
ZIONS CAPITAL ADVISORS, INC.	STOKER OSTLER, A PART OF BMO FINANCIAL GROUP	Oct 12, 2010	Dec 14, 2010	63	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	ZIONS CAPITAL ADVISORS, INC.	Jan 31, 2008	Feb 6, 2008	6	Firm change	Other
ZIONS CAPITAL ADVISORS, INC.	CHASE INVESTMENT SERVICES CORP.	Aug 27, 2007	Sep 7, 2007	11	Firm change	Other
ZIONS DIRECT, INC.	ZIONS CAPITAL ADVISORS, INC.	Dec 31, 2006	Jan 8, 2007	8	Firm change	Other

Relationships

Registered with (5)

→ PHYSICIAN WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Oct 3, 2013 to presentfactForm ADV
→ STOKER OSTLER, A PART OF BMO FINANCIAL GROUPRegistered adviserregistration: previous registration
Dec 14, 2010 to Nov 18, 2013factForm ADV
→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 6, 2008 to Oct 12, 2010factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 7, 2007 to Jan 31, 2008factForm ADV
→ ZIONS DIRECT, INC.Registered adviserregistration: previous registration
Aug 22, 2006 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.