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Advisor at PRESIDIO WEALTH MANAGEMENT
MIDVALE, 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 |
|---|---|---|---|---|---|---|
| PRESIDIO WEALTH MANAGEMENT | Independent wealth | Nov 20, 2024 | n/a | yes | MIDVALE, UT | Current employment |
| Onedigital | Institutional manager | Jul 31, 2024 | Jan 21, 2025 | no | Vineyard, UT|OVERLAND PARK, KS|Orem, UT|Midvale, UT | Previous registration |
| MORGAN STANLEY | Wirehouse | Dec 21, 2022 | Jun 5, 2024 | no | Sandy, UT | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Sep 8, 2015 | Sep 5, 2023 | no | SANDY, UT|ARLINGTON, VA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Sep 14, 2012 | Aug 21, 2015 | no | DRAPER, UT | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Sep 14, 2012 | Aug 21, 2015 | no | DRAPER, UT | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Feb 11, 2008 | May 11, 2011 | no | HONOLULU, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | PRESIDIO WEALTH MANAGEMENT | Jan 21, 2025 | Nov 20, 2024 | -62 | Firm change after gap | Other |
| MORGAN STANLEY | Onedigital | Jun 5, 2024 | Jul 31, 2024 | 56 | Firm change | Other |
| E*TRADE CAPITAL MANAGEMENT, LLC | MORGAN STANLEY | Sep 5, 2023 | Dec 21, 2022 | -258 | Bulk transfer | RIA to wirehouse |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | E*TRADE CAPITAL MANAGEMENT, LLC | Aug 21, 2015 | Sep 8, 2015 | 18 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Aug 21, 2015 | Sep 14, 2012 | -1,071 | Channel change | Other |
| EQUITABLE ADVISORS, LLC | TD AMERITRADE, INC. | May 11, 2011 | Sep 14, 2012 | 492 | Firm change after gap | Ibd to new firm |