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Advisor at DRIVE WEALTH ADVISERS
LEHI, 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 |
|---|---|---|---|---|---|---|
| DRIVE WEALTH ADVISERS | Independent wealth | Jan 11, 2021 | n/a | yes | LEHI, UT | Current employment |
| MAGELLAN CAPITAL LLC | n/a | Jul 13, 2018 | Jan 7, 2021 | no | Lehi, UT | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Apr 18, 2016 | Jun 25, 2018 | no | Lehi, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAGELLAN CAPITAL LLC | DRIVE WEALTH ADVISERS | Jan 7, 2021 | Jan 11, 2021 | 4 | Firm change | Other |
| M HOLDINGS SECURITIES, INC. | MAGELLAN CAPITAL LLC | Jun 25, 2018 | Jul 13, 2018 | 18 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 294464:174728:UT:2021-01-07 | Jan 7, 2021 | Jan 11, 2021 | LEHI, UT | Firm change |