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CRD 318842
MURRAY, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| THERESE JANE MILAD | Certified Financial Planner | Murray, UT | 4 | 42 | n/a | yes |
| JUSTIN LEVI HANSEN | n/a | Murray, UT | 4 | 20 | 1 | no |
| DARIN DELLOYD ARNELL | n/a | Murray, UT | 4 | 23 | 1 | yes |
| SCOTT DOUGLAS CHESHIRE | n/a | LAYTON, UT | MURRAY, UT | 4 | 25 | 1 | no |
| JUSTIN K MCINTYRE | n/a | MURRAY, UT | Draper, UT | 3 | 10 | 4 | yes |
| Kathleen Diane Greer Willham | n/a | MURRAY, UT | 0 | 19 | n/a | yes |
| Aldo John Arnone | Chartered Financial Analyst | MURRAY, UT | 0 | 15 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARNELL, DARIN, DELLOYD | MEMBER/ INVESTMENT ADVISOR REPRESENTATIVE/ CCO/OWNER | C | yes | 09/2021 | Mar 10, 2022 | Apr 15, 2024 |
| BELL, MICHAEL, EARL | MANAGING MEMBER/OWNER | D | yes | 02/2022 | Mar 10, 2022 | Apr 15, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Draper | Ut | United States | 2 | yes |
| Layton | Ut | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $515M | $482M | 6 | 6 | 2 | n/a | n/a |
| 2024 | Mar 20, 2025 | $425M | $392M | 6 | 5 | 2 | n/a | n/a |
| 2023 | Feb 12, 2024 | $287M | $280M | 6 | 5 | 2 | n/a | n/a |
| 2022 | Mar 23, 2023 | $215M | $209M | 6 | 5 | 2 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $515M | $425M | 21.2% | $215M | 33.9% | 6 | 6 | 2 | 2 |