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RIA / WealthAdvisor23 years in industry

TODD DONALDSON QUINN

Advisor at ARISTA WEALTH MANAGEMENT, LLC

Draper, UT | LAS VEGAS, NV

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Search this name across graphsid dfx:ria:9c1e00f4-e860-0994-75b8-a45d346319d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jan 27, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARISTA WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 27, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Oct 22, 2010
First registration: Jan 27, 2003
Dual registered: no
IAPD individual key: 4254170

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARISTA WEALTH MANAGEMENT, LLC	Independent wealth	Jun 20, 2024	n/a	yes	LAS VEGAS, NV\|Draper, UT\|Draper, UT	Current employment
PETERSON ROGERS PRIVATE WEALTH, LLC	Independent wealth	Feb 27, 2023	Mar 29, 2023	no	SALT LAKE CITY, UT	Previous registration
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Sep 23, 2022	Jul 22, 2024	no	CARLSBAD, CA\|Lehi, UT\|Draper, UT\|Salt Lake City, UT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 10, 2012	Sep 28, 2022	no	SALT LAKE CITY, UT\|LAS VEGAS, NV	Previous registration
SILVERSTONE WEALTH MANAGEMENT, LLC	n/a	Mar 1, 2007	Dec 31, 2008	no	LAS VEGAS, NV	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	May 7, 2003	Jul 18, 2006	no	LAS VEGAS, NV\|LAS VEGAS, NV	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Jan 27, 2003	Apr 24, 2003	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AXXCESS WEALTH MANAGEMENT, LLC	PETERSON ROGERS PRIVATE WEALTH, LLC	Jul 22, 2024	Feb 27, 2023	-511	Firm change after gap	Other
PETERSON ROGERS PRIVATE WEALTH, LLC	ARISTA WEALTH MANAGEMENT, LLC	Mar 29, 2023	Jun 20, 2024	449	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AXXCESS WEALTH MANAGEMENT, LLC	Sep 28, 2022	Sep 23, 2022	-5	Firm change	Wirehouse to RIA
SILVERSTONE WEALTH MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 31, 2008	Aug 10, 2012	1,318	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	SILVERSTONE WEALTH MANAGEMENT, LLC	Jul 18, 2006	Mar 1, 2007	226	Firm change	Other
CREDIT SUISSE SECURITIES (USA) LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Apr 24, 2003	May 7, 2003	13	Firm change	Other

Relationships

Registered with (7)

→ ARISTA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 20, 2024 to presentfactForm ADV
→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 23, 2022 to Jul 22, 2024factForm ADV
→ PETERSON ROGERS PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Feb 27, 2023 to Mar 29, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 10, 2012 to Sep 28, 2022factForm ADV
→ SILVERSTONE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 1, 2007 to Dec 31, 2008factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 7, 2003 to Jul 18, 2006factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Jan 27, 2003 to Apr 24, 2003factForm ADV

Dated events

Occurred
Jul 22, 2024
Advisor changed firm
Todd Donaldson Quinn left Axxcess Wealth Management, Llc for Peterson Rogers Private Wealth, Llc (registered 2023-02-27)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Advisor changed firm
Todd Donaldson Quinn left Peterson Rogers Private Wealth, Llc for Arista Wealth Management, Llc (registered 2024-06-20)
Form ADVobserved 4 days ago
Occurred
Sep 28, 2022
Advisor changed firm
Todd Donaldson Quinn left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Axxcess Wealth Management, Llc (registered 2022-09-23)
Form ADVobserved 4 days ago