DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FOREFRONT
Saint George, 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 |
|---|---|---|---|---|---|---|
| Forefront | Independent wealth | Mar 16, 2026 | n/a | yes | AUSTIN, TX|Saint George, UT | Current employment |
| BEST WEALTH ADVISORY, LLC | n/a | Sep 26, 2023 | Jun 29, 2026 | no | SAINT GEORGE, UT | Previous registration |
| EP WEALTH ADVISORS | Independent wealth | May 31, 2022 | Sep 26, 2023 | no | TORRANCE, CA|ST. GEORGE, UT | Previous registration |
| VANTAGE ADVISORS, LLC | Former SEC adviser | Apr 14, 2015 | Jun 24, 2022 | no | ST. GEORGE, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEST WEALTH ADVISORY, LLC | Forefront | Jun 29, 2026 | Mar 16, 2026 | -105 | Firm change after gap | Other |
| EP WEALTH ADVISORS | BEST WEALTH ADVISORY, LLC | Sep 26, 2023 | Sep 26, 2023 | 0 | Firm change | Other |
| VANTAGE ADVISORS, LLC | EP WEALTH ADVISORS | Jun 24, 2022 | May 31, 2022 | -24 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153054:111147:UT:2022-06-24 | Jun 24, 2022 | May 31, 2022 | ST GEORGE, UT | Firm change |