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RIA / WealthAdvisor11 years in industry

BRANDON PAUL WYATT

Advisor at M2 FINANCIAL LLC

COTTONWOOD HEIGHTS, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aa7ccb2d-8669-b5ed-bff9-3e2b28a0e84c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jul 26, 2021 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: M2 FINANCIAL LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Jul 14, 2021
First registration: Jul 26, 2021
Dual registered: no
IAPD individual key: 7415480

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
M2 FINANCIAL LLC	State registered	Jan 2, 2025	n/a	yes	COTTONWOOD HEIGHTS, UT	Current employment
IMPACT PARTNERSHIP WEALTH, LLC	Independent wealth	Sep 17, 2024	Dec 26, 2024	no	MARIETTA, GA\|Lehi, UT\|Eagle Mountain, UT	Previous registration
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	May 8, 2023	Jul 19, 2024	no	St George, UT\|PHOENIX, AZ	Previous registration
TETON WEALTH GROUP LLC	Independent wealth	May 19, 2022	Mar 7, 2023	no	MURRAY, UT	Previous registration
NEW MILLENNIUM GROUP	Independent wealth	Jul 26, 2021	Apr 22, 2022	no	SANDY, UT\|SANDY, UT	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
IMPACT PARTNERSHIP WEALTH, LLC	M2 FINANCIAL LLC	Dec 26, 2024	Jan 2, 2025	7	Firm change	RIA to state RIA
FOUNDATIONS INVESTMENT ADVISORS LLC	IMPACT PARTNERSHIP WEALTH, LLC	Jul 19, 2024	Sep 17, 2024	60	Firm change	RIA to RIA
TETON WEALTH GROUP LLC	FOUNDATIONS INVESTMENT ADVISORS LLC	Mar 7, 2023	May 8, 2023	62	Firm change	RIA to RIA
NEW MILLENNIUM GROUP	TETON WEALTH GROUP LLC	Apr 22, 2022	May 19, 2022	27	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
299249:311230:UT:2022-04-12	Apr 22, 2022	May 19, 2022	SANDY, UT	Firm change

Relationships

Registered with (5)

→ M2 FINANCIAL LLCRegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ IMPACT PARTNERSHIP WEALTH, LLCRegistered adviserregistration: previous registration
Sep 17, 2024 to Dec 26, 2024factForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
May 8, 2023 to Jul 19, 2024factForm ADV
→ TETON WEALTH GROUP LLCRegistered adviserregistration: previous registration
May 19, 2022 to Mar 7, 2023factForm ADV
→ NEW MILLENNIUM GROUPRegistered adviserregistration: previous registration
Jul 26, 2021 to Apr 22, 2022factForm ADV

Dated events

Occurred
Dec 26, 2024
Advisor changed firm
Brandon Paul Wyatt left Impact Partnership Wealth, Llc for M2 Financial Llc (registered 2025-01-02)
Form ADVobserved 4 days ago
Occurred
Jul 19, 2024
Advisor changed firm
Brandon Paul Wyatt left Foundations Investment Advisors Llc for Impact Partnership Wealth, Llc (registered 2024-09-17)
Form ADVobserved 4 days ago
Occurred
Mar 7, 2023
Advisor changed firm
Brandon Paul Wyatt left Teton Wealth Group Llc for Foundations Investment Advisors Llc (registered 2023-05-08)
Form ADVobserved 4 days ago
Occurred
Apr 22, 2022
Advisor changed firm
Brandon Paul Wyatt left New Millennium Group for Teton Wealth Group Llc (registered 2022-05-19)
Form ADVobserved 4 days ago