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Advisor at EXPONENT WEALTH
OREM, UT | Lindon, 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 |
|---|---|---|---|---|---|---|
| EXPONENT WEALTH | Former SEC adviser | Apr 29, 2025 | n/a | yes | Lindon, UT|OREM, UT | Current employment |
| DRIVE WEALTH ADVISERS | Independent wealth | Aug 29, 2023 | Oct 14, 2024 | no | LEHI, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DRIVE WEALTH ADVISERS | EXPONENT WEALTH | Oct 14, 2024 | Apr 29, 2025 | 197 | Firm change | RIA to new firm |