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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

MEGAN MARIE PALAZZO

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

Sandy, UT | WOODBURY, NY

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Search this name across graphsid dfx:ria:3138c4e9-855d-1ee9-04de-45ea3506822b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2008 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: CONSOLIDATED PORTFOLIO REVIEW CORP
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 4, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 4, 2007
First registration: Mar 28, 2008
Dual registered: yes, broker-dealer
Other names: MEGAN MACKAY|MEGAN MARIE MACKAY
IAPD individual key: 5310360

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
CONSOLIDATED PORTFOLIO REVIEW CORP	Independent wealth	Mar 7, 2025	n/a	yes	Sandy, UT\|WOODBURY, NY	Current employment
LONE PEAK ADVISERS	Independent wealth	Apr 13, 2023	Dec 2, 2024	no	DRAPER, UT	Previous registration
LONE PEAK ADVISERS	Independent wealth	Jul 19, 2022	Dec 31, 2022	no	DRAPER, UT	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Jan 3, 2017	Jul 18, 2022	no	CEDAR CITY, UT\|SOUTH JORDAN, UT	Previous registration
GWN SECURITIES INC.	Bd affiliated wealth	Nov 16, 2012	Dec 31, 2016	no	Midvale, UT\|SANDY, UT\|SALT LAKE CITY, UT\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|SOUTH JORDAN, UT	Previous registration
LEGEND ADVISORY, LLC	Former SEC adviser	Aug 30, 2010	Nov 16, 2012	no	SOUTH JORDAN, UT\|PALM BEACH GARDENS, FL\|SOUTH JORDAN, UT\|HOLLADAY, UT	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 28, 2008	Aug 17, 2010	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
LONE PEAK ADVISERS	CONSOLIDATED PORTFOLIO REVIEW CORP	Dec 2, 2024	Mar 7, 2025	95	Firm change	RIA to RIA
GENEOS WEALTH MANAGEMENT, INC.	LONE PEAK ADVISERS	Jul 18, 2022	Jul 19, 2022	1	Firm change	Ibd to RIA
GWN SECURITIES INC.	GENEOS WEALTH MANAGEMENT, INC.	Dec 31, 2016	Jan 3, 2017	3	Firm change	Other
LEGEND ADVISORY, LLC	GWN SECURITIES INC.	Nov 16, 2012	Nov 16, 2012	0	Firm change	Other
EQUITABLE ADVISORS, LLC	LEGEND ADVISORY, LLC	Aug 17, 2010	Aug 30, 2010	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
120894:296772:UT:2022-07-18	Jul 18, 2022	Jul 19, 2022	SOUTH JORDAN, UT	Firm change

Relationships

Registered with (6)

→ CONSOLIDATED PORTFOLIO REVIEW CORPRegistered adviserregistration: current employment
Mar 7, 2025 to presentfactForm ADV
→ LONE PEAK ADVISERSRegistered adviserregistration: previous registration
Apr 13, 2023 to Dec 2, 2024factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 3, 2017 to Jul 18, 2022factForm ADV
→ GWN SECURITIES INC.Registered adviserregistration: previous registration
Nov 16, 2012 to Dec 31, 2016factForm ADV
→ LEGEND ADVISORY, LLCRegistered adviserregistration: previous registration
Aug 30, 2010 to Nov 16, 2012factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 28, 2008 to Aug 17, 2010factForm ADV

Dated events

Occurred
Dec 2, 2024
Advisor changed firm
Megan Marie Palazzo left Lone Peak Advisers for Consolidated Portfolio Review Corp (registered 2025-03-07)
Form ADVobserved 4 days ago
Occurred
Jul 18, 2022
Advisor changed firm
Megan Marie Palazzo left Geneos Wealth Management, Inc. for Lone Peak Advisers (registered 2022-07-19)
Form ADVobserved 4 days ago