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Advisor at TELOS PARTNERS LLC
Cottonwood Heights, 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 |
|---|---|---|---|---|---|---|
| TELOS PARTNERS LLC | Independent wealth | May 6, 2026 | n/a | yes | Cottonwood Heights, UT | Current employment |
| FORREST FINANCIAL PARTNERS LLC | n/a | Oct 17, 2024 | Jul 22, 2026 | no | AVON, CT|Cottonwood Heights, UT | Previous registration |
| EVOLVE INVESTING LLC | n/a | Jul 21, 2020 | Jul 21, 2026 | no | SANDY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORREST FINANCIAL PARTNERS LLC | TELOS PARTNERS LLC | Jul 22, 2026 | May 6, 2026 | -77 | Firm change after gap | Other |
| EVOLVE INVESTING LLC | FORREST FINANCIAL PARTNERS LLC | Jul 21, 2026 | Oct 17, 2024 | -642 | Firm change after gap | Other |