DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner19 years in industry

LUCAS LINDEN ALLEN

Advisor at PRIVATE ADVISOR GROUP, LLC

Kaysville, UT | MORRISTOWN, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50887156-a67a-d2ae-7d1e-2da45a229651

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 16, 2018 to Sep 14, 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: PRIVATE ADVISOR GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Dec 10, 2007
First registration: Feb 16, 2018
Dual registered: no
Other names: LUCAS LINDEN ALLEN|LUCAS L ALLAN|LUCAS L ALLEN|Luke Allen
IAPD individual key: 5430071

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
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Jul 26, 2024	n/a	yes	MORRISTOWN, NJ\|Kaysville, UT	Current employment
PRESTIGE WEALTHWIDE, LLC	Independent wealth	Jun 30, 2023	Jul 25, 2024	no	LEHI, UT	Previous registration
LANDMARK WEALTH ADVISORS, LLC	Independent wealth	Jun 15, 2022	Jun 20, 2023	no	FARMINGTON, UT	Previous registration
CAPITA FINANCIAL NETWORK, LLC	Independent wealth	Feb 16, 2018	Jun 3, 2022	no	Sandy, 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
PRESTIGE WEALTHWIDE, LLC	PRIVATE ADVISOR GROUP, LLC	Jul 25, 2024	Jul 26, 2024	1	Firm change	RIA to ibd
LANDMARK WEALTH ADVISORS, LLC	PRESTIGE WEALTHWIDE, LLC	Jun 20, 2023	Jun 30, 2023	10	Firm change	RIA to RIA
CAPITA FINANCIAL NETWORK, LLC	LANDMARK WEALTH ADVISORS, LLC	Jun 3, 2022	Jun 15, 2022	12	Firm change	RIA to RIA

Relationships

Registered with (4)

→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Jul 26, 2024 to presentfactForm ADV
→ PRESTIGE WEALTHWIDE, LLCRegistered adviserregistration: previous registration
Jun 30, 2023 to Jul 25, 2024factForm ADV
→ LANDMARK WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 15, 2022 to Jun 20, 2023factForm ADV
→ CAPITA FINANCIAL NETWORK, LLCRegistered adviserregistration: previous registration
Feb 16, 2018 to Jun 3, 2022factForm ADV

Dated events

Occurred
Jul 25, 2024
Advisor changed firm
Lucas Linden Allen left Prestige Wealthwide, Llc for Private Advisor Group, Llc (registered 2024-07-26)
Form ADVobserved 5 days ago
Occurred
Jun 20, 2023
Advisor changed firm
Lucas Linden Allen left Landmark Wealth Advisors, Llc for Prestige Wealthwide, Llc (registered 2023-06-30)
Form ADVobserved 5 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Lucas Linden Allen left Capita Financial Network, Llc for Landmark Wealth Advisors, Llc (registered 2022-06-15)
Form ADVobserved 5 days ago