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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

TADD MERRILL KILLPACK

Advisor at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Salt Lake City, UT | Cottonwood, UT | RED BANK, NJ

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Search this name across graphsid dfx:ria:47a56bb9-67ab-1573-bcb1-bd271019dfab

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 3, 2004 to Sep 15, 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: ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
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: Nov 25, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 25, 2003
First registration: May 3, 2004
Dual registered: yes, broker-dealer
Other names: TADD KILLPACK
IAPD individual key: 4700629

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
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC	Independent wealth	Aug 25, 2026	n/a	yes	RED BANK, NJ\|Cottonwood, UT\|Salt Lake City, UT	Current employment
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Bd affiliated wealth	Jan 9, 2015	Aug 4, 2026	no	Salt Lake City, UT	Previous registration
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Bd affiliated wealth	Jan 9, 2015	Dec 31, 2015	no	SALT LAKE CITY, UT\|ORLANDO, FL	Previous registration
BOLTON GLOBAL ASSET MANAGEMENT	Bd affiliated wealth	Oct 20, 2010	Dec 31, 2014	no	BOLTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 3, 2004	Oct 13, 2010	no	PROVO, UT\|PROVO, 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
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	ALEXANDER CAPITAL WEALTH MANAGEMENT LLC	Aug 4, 2026	Aug 25, 2026	21	Firm change	Ibd to RIA
BOLTON GLOBAL ASSET MANAGEMENT	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Dec 31, 2014	Jan 9, 2015	9	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BOLTON GLOBAL ASSET MANAGEMENT	Oct 13, 2010	Oct 20, 2010	7	Firm change	Other

Relationships

Registered with (4)

→ ALEXANDER CAPITAL WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Aug 25, 2026 to presentfactForm ADV
→ INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 9, 2015 to Aug 4, 2026factForm ADV
→ BOLTON GLOBAL ASSET MANAGEMENTRegistered adviserregistration: previous registration
Oct 20, 2010 to Dec 31, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 3, 2004 to Oct 13, 2010factForm ADV

Dated events

Occurred
Aug 4, 2026
Advisor changed firm
Tadd Merrill Killpack left International Assets Investment Management, Llc for Alexander Capital Wealth Management Llc (registered 2026-08-25)
Form ADVobserved 5 days ago