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Advisor at LARSON WILLIAMS WEALTH ADVISORS, LLC
CEDAR CITY, 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 |
|---|---|---|---|---|---|---|
| LARSON WILLIAMS WEALTH ADVISORS, LLC | Independent wealth | Feb 23, 2021 | n/a | yes | CEDAR CITY, UT | Current employment |
| TOWNSQUARE CAPITAL, LLC | Asset manager | Mar 8, 2018 | Oct 19, 2021 | no | CEDAR CITY, UT|LEHI, UT | Previous registration |
| ALLEGIS INVESTMENT ADVISORS, LLC | Former SEC adviser | Oct 27, 2016 | Apr 4, 2018 | no | Cedar City, UT|IDAHO FALLS, ID | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Aug 18, 2015 | Oct 14, 2016 | no | ST GEORGE, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TOWNSQUARE CAPITAL, LLC | LARSON WILLIAMS WEALTH ADVISORS, LLC | Oct 19, 2021 | Feb 23, 2021 | -238 | Firm change after gap | RIA to RIA |
| ALLEGIS INVESTMENT ADVISORS, LLC | TOWNSQUARE CAPITAL, LLC | Apr 4, 2018 | Mar 8, 2018 | -27 | Firm change | RIA to RIA |
| HORNOR, TOWNSEND & KENT, LLC | ALLEGIS INVESTMENT ADVISORS, LLC | Oct 14, 2016 | Oct 27, 2016 | 13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288576:311414:UT:2021-10-19 | Oct 19, 2021 | Feb 23, 2021 | LEHI, UT | Firm change after gap |
| 157314:288576:ID:2018-03-21 | Apr 4, 2018 | Mar 8, 2018 | IDAHO FALLS, ID | Firm change |