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Advisor at OXFORD WEALTH MANAGEMENT
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 |
|---|---|---|---|---|---|---|
| OXFORD WEALTH MANAGEMENT | Independent wealth | Jan 14, 2025 | n/a | yes | LINDON, UT | Current employment |
| DRIVE WEALTH ADVISERS | Independent wealth | Jan 9, 2018 | May 12, 2025 | no | LEHI, UT | Previous registration |
| SILBER BENNETT FINANCIAL, INC. | n/a | Jan 28, 2014 | Jul 17, 2015 | no | ENCINO, CA|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DRIVE WEALTH ADVISERS | OXFORD WEALTH MANAGEMENT | May 12, 2025 | Jan 14, 2025 | -118 | Firm change after gap | RIA to new firm |
| SILBER BENNETT FINANCIAL, INC. | DRIVE WEALTH ADVISERS | Jul 17, 2015 | Jan 9, 2018 | 907 | Firm change after gap | Other |