DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Dec 8, 2017 | Jan 21, 2025 | no | Midvale, UT|OVERLAND PARK, KS | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 26, 2006 | Dec 8, 2017 | no | SALT LAKE CITY, UT|MIDVALE, UT | Previous registration |
| KEELER THOMAS MANAGEMENT LLC | Independent wealth | Feb 15, 2005 | Feb 16, 2006 | no | OREM, UT | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Mar 6, 2003 | Nov 25, 2003 | no | SALT LAKE CITY, UT | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 21, 1999 | Nov 12, 2002 | no | SALT LAKE CITY, UT | 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 |
| LPL FINANCIAL LLC | Onedigital | Dec 8, 2017 | Dec 8, 2017 | 0 | Firm change | Other |
| KEELER THOMAS MANAGEMENT LLC | LPL FINANCIAL LLC | Feb 16, 2006 | Jan 26, 2006 | -21 | Firm change | Other |
| HORNOR, TOWNSEND & KENT, LLC | KEELER THOMAS MANAGEMENT LLC | Nov 25, 2003 | Feb 15, 2005 | 448 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | HORNOR, TOWNSEND & KENT, LLC | Nov 12, 2002 | Mar 6, 2003 | 114 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:106766:UT:2017-12-08 | Dec 8, 2017 | Dec 8, 2017 | MIDVALE, UT | Firm change |