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Advisor at YOUR IA, LLC
Kaysville, UT | ST. GEORGE, 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 |
|---|---|---|---|---|---|---|
| YOUR IA, LLC | Independent wealth | Jan 30, 2026 | n/a | yes | ST. GEORGE, UT|Kaysville, UT | Current employment |
| SUMMIT GLOBAL INVESTMENTS, LLC | Mixed wealth | Sep 16, 2019 | Jan 7, 2026 | no | BOUNTIFUL, UT|KAYSVILLE, UT | Previous registration |
| ELE ADVISORY SERVICES, INC | Independent wealth | Nov 9, 2016 | Sep 19, 2019 | no | SOUTHFIELD, MI | Previous registration |
| TLG ADVISORS, INC. | Bd affiliated wealth | Sep 8, 2015 | Nov 7, 2016 | no | WASHINGTON TERRACE, UT | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Sep 4, 2015 | no | AMERICAN FORK, UT | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Mar 31, 2009 | Jan 6, 2012 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT GLOBAL INVESTMENTS, LLC | YOUR IA, LLC | Jan 7, 2026 | Jan 30, 2026 | 23 | Firm change | RIA to new firm |
| ELE ADVISORY SERVICES, INC | SUMMIT GLOBAL INVESTMENTS, LLC | Sep 19, 2019 | Sep 16, 2019 | -3 | Firm change | Other |
| TLG ADVISORS, INC. | ELE ADVISORY SERVICES, INC | Nov 7, 2016 | Nov 9, 2016 | 2 | Firm change | Other |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | TLG ADVISORS, INC. | Sep 4, 2015 | Sep 8, 2015 | 4 | Firm change | Other |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |