DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ALPHA WEALTH FUNDS, LLC
PARK CITY, UT | Draper, 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 |
|---|---|---|---|---|---|---|
| ALPHA WEALTH FUNDS, LLC | Mixed wealth | Jun 5, 2026 | n/a | yes | Draper, UT|PARK CITY, UT | Current employment |
| Oneseven | Independent wealth | Dec 9, 2025 | May 28, 2026 | no | Draper, UT|BEACHWOOD, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 7, 2022 | Nov 7, 2025 | no | SALT LAKE CITY, UT|WEST JORDAN, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Oneseven | ALPHA WEALTH FUNDS, LLC | May 28, 2026 | Jun 5, 2026 | 8 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | Oneseven | Nov 7, 2025 | Dec 9, 2025 | 32 | Firm change | Ibd to RIA |