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Advisor at DRIVE WEALTH ADVISERS
LEHI, UT | San Diego, CA
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 |
|---|---|---|---|---|---|---|
| DRIVE WEALTH ADVISERS | Independent wealth | Sep 2, 2026 | n/a | yes | LEHI, UT|San Diego, CA | Current employment |
| BEACON POINTE ADVISORS, LLC | Independent wealth | Mar 20, 2023 | Aug 31, 2026 | no | Draper, UT|NEWPORT BEACH, CA | Previous registration |
| AILSA CAPITAL, INC. | Former SEC adviser | Nov 5, 2019 | Mar 17, 2023 | no | DRAPER, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | DRIVE WEALTH ADVISERS | Aug 31, 2026 | Sep 2, 2026 | 2 | Firm change | RIA to RIA |
| AILSA CAPITAL, INC. | BEACON POINTE ADVISORS, LLC | Mar 17, 2023 | Mar 20, 2023 | 3 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 136463:119290:UT:2023-03-17 | Mar 17, 2023 | Mar 20, 2023 | DRAPER, UT | Firm change |