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Reading the graph
Advisor at ENTREWEALTH
South Ogden, UT | AUSTIN, TX
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 |
|---|---|---|---|---|---|---|
| Entrewealth | Independent wealth | Apr 12, 2026 | n/a | yes | AUSTIN, TX|South Ogden, UT | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 2, 2025 | Mar 17, 2026 | no | WEST VALLEY CITY, UT|LAYTON, UT|CENTERVILLE, UT|CLINTON, UT | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 26, 2024 | Dec 18, 2024 | no | SALT LAKE CITY, UT|ROY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Entrewealth | Mar 17, 2026 | Apr 12, 2026 | 26 | Firm change | Wirehouse to RIA |
| EQUITABLE ADVISORS, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 18, 2024 | Jan 2, 2025 | 15 | Firm change | Ibd to wirehouse |