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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Thomas Melburn

Advisor at EVERSPIRE

MIDVALE, UT

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Search this name across graphsid dfx:ria:6774c542-85cf-bc11-97cd-5cc6c88e1960

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 16, 2017 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: EVERSPIRE
Current firm class: independent 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, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 28, 2016
First registration: May 16, 2017
Dual registered: yes, broker-dealer
Other names: Thomas Melburn|Thomas Michael Melburn|Tom Melburn
IAPD individual key: 6645499

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
Everspire	Independent wealth	Jan 4, 2023	n/a	yes	MIDVALE, UT\|MIDVALE, UT	Current employment
KINGSWOOD WEALTH ADVISORS, LLC	Bd affiliated wealth	Jan 5, 2022	Dec 9, 2022	no	Taylorsville, UT\|SAN DIEGO, CA	Previous registration
BENCHMARK ADVISORY SERVICES, LLC	No RAUM reported	Aug 19, 2021	Jan 3, 2022	no	Taylorsville, UT\|SAN DIEGO, CA	Previous registration
CAMBRIA CAPITAL LLC	Former SEC adviser	May 16, 2017	Jun 24, 2021	no	SALT LAKE CITY, 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
KINGSWOOD WEALTH ADVISORS, LLC	Everspire	Dec 9, 2022	Jan 4, 2023	26	Firm change	RIA to RIA
BENCHMARK ADVISORY SERVICES, LLC	KINGSWOOD WEALTH ADVISORS, LLC	Jan 3, 2022	Jan 5, 2022	2	Firm change	RIA to RIA
CAMBRIA CAPITAL LLC	BENCHMARK ADVISORY SERVICES, LLC	Jun 24, 2021	Aug 19, 2021	56	Firm change	RIA to RIA

Relationships

Registered with (4)

→ EVERSPIRERegistered adviserregistration: current employment
Jan 4, 2023 to presentfactForm ADV
→ KINGSWOOD WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 5, 2022 to Dec 9, 2022factForm ADV
→ BENCHMARK ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 19, 2021 to Jan 3, 2022factForm ADV
→ CAMBRIA CAPITAL LLCRegistered adviserregistration: previous registration
May 16, 2017 to Jun 24, 2021factForm ADV

Dated events

Occurred
Dec 9, 2022
Advisor changed firm
Thomas Melburn left Kingswood Wealth Advisors, Llc for Everspire (registered 2023-01-04)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Thomas Melburn left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-05)
Form ADVobserved 5 days ago