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CRD 321616
WEST JORDAN, UT
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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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| N••••• H•••• B••••••• | n/a | WEST JORDAN, UT | 3 | 20 | 6 | no |
| J••••• C••••• L••••• | n/a | WEST JORDAN, UT | 3 | 18 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| A•••• W••••• M••••••••• I••• | 2 | Mar 28, 2024 | Mar 27, 2024 | WEST JORDAN, UT | Team lift out | Other | 28.6% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| G••••••• A•••••••• L•• | 5 | Dec 31, 2022 | Mar 27, 2023 | ARDEN HILLS, MN | Team lift out | RIA to state RIA | 4.2% |
| no |
| L••••••• W•••• G••• | n/a | WEST JORDAN, UT | 3 | 18 | 5 | no |
| J••••••• K••• C•••••• | n/a | Meridian, ID | WEST JORDAN, UT | 3 | 14 | 5 | no |
| K••••••••• R••••• W••••• | n/a | MERIDIAN, ID | WEST JORDAN, UT | 3 | 21 | n/a | no |
| D•••• J••• T••••••• | n/a | WEST JORDAN, UT | EAGLE, ID | 1 | 26 | 3 | no |
| R••• K• A••••••• | n/a | MERIDAN, ID | WEST JORDAN, UT | 1 | 11 | 3 | no |
| T••••• J••••• B•••••• | n/a | Meridian, ID | WEST JORDAN, UT | 1 | 13 | n/a | no |
| M••••• J•• E•••• | n/a | WEST JORDAN, UT | 1 | 9 | n/a | no |
| K••••• W••••••• | n/a | HENDERSON, NV | WEST JORDAN, UT | 1 | 12 | 1 | no |
| G••••• O•••• | n/a | WEST JORDAN, UT | 1 | 12 | n/a | no |