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Advisor at ELYSIUM WEALTH MANAGEMENT, LLC
SOUTH JORDAN, 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 |
|---|---|---|---|---|---|---|
| ELYSIUM WEALTH MANAGEMENT, LLC | Independent wealth | Jun 27, 2024 | n/a | yes | SOUTH JORDAN, UT | Current employment |
| SALT WEALTH PARTNERS | n/a | Mar 26, 2021 | Jun 24, 2024 | no | PROVO, UT|MORRISON, CO | Previous registration |
| EIDE BAILLY ADVISORS, LLC | Former SEC adviser | May 12, 2010 | Mar 23, 2021 | no | BOISE, ID|GREENWOOD VILLAGE, CO|Denver, CO|Golden, CO|SIOUX FALLS, SD|OREM, UT | Previous registration |
| BOAR CAPITAL ADVISORS, LLC | n/a | Sep 30, 2008 | May 13, 2010 | no | BOISE, ID | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 8, 2007 | Oct 3, 2008 | no | DENVER, CO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 14, 2006 | Jun 8, 2007 | no | INDIAN WELLS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SALT WEALTH PARTNERS | ELYSIUM WEALTH MANAGEMENT, LLC | Jun 24, 2024 | Jun 27, 2024 | 3 | Firm change | Other |
| EIDE BAILLY ADVISORS, LLC | SALT WEALTH PARTNERS | Mar 23, 2021 | Mar 26, 2021 | 3 | Firm change | Other |
| BOAR CAPITAL ADVISORS, LLC | EIDE BAILLY ADVISORS, LLC | May 13, 2010 | May 12, 2010 | -1 | Firm change | Other |
| LPL FINANCIAL LLC | BOAR CAPITAL ADVISORS, LLC | Oct 3, 2008 | Sep 30, 2008 | -3 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LPL FINANCIAL LLC | Jun 8, 2007 | Jun 8, 2007 | 0 | Firm change | Other |