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Advisor at TANARA WEALTH MANAGEMENT LLC
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 |
|---|---|---|---|---|---|---|
| TANARA WEALTH MANAGEMENT LLC | Independent wealth | Apr 14, 2026 | n/a | yes | LEHI, UT | Current employment |
| ANDINA ADVISORS | Independent wealth | Apr 9, 2025 | Apr 2, 2026 | no | LOGAN, UT | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Apr 11, 2025 | no | BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 18, 2024 | Mar 31, 2025 | no | VINEYARD, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ANDINA ADVISORS | TANARA WEALTH MANAGEMENT LLC | Apr 2, 2026 | Apr 14, 2026 | 12 | Firm change | RIA to new firm |
| STRATEGIC ADVISERS LLC | ANDINA ADVISORS | Apr 11, 2025 | Apr 9, 2025 | -2 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 151762:340174:UT:2026-04-02 | Apr 2, 2026 | Apr 14, 2026 | LOGAN, UT | Firm change |