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Advisor at M2 FINANCIAL LLC
COTTONWOOD HEIGHTS, 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 |
|---|---|---|---|---|---|---|
| M2 FINANCIAL LLC | State registered | Jan 17, 2024 | n/a | yes | COTTONWOOD HEIGHTS, UT | Current employment |
| TETON WEALTH GROUP LLC | Independent wealth | May 9, 2022 | May 22, 2023 | no | Sandy, UT|MURRAY, UT | Previous registration |
| NEW MILLENNIUM GROUP | Independent wealth | Apr 13, 2020 | Apr 12, 2022 | no | SANDY, UT | Previous registration |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Jul 7, 2017 | Jul 2, 2019 | no | West Jordan, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TETON WEALTH GROUP LLC | M2 FINANCIAL LLC | May 22, 2023 | Jan 17, 2024 | 240 | Firm change | RIA to state RIA |
| NEW MILLENNIUM GROUP | TETON WEALTH GROUP LLC | Apr 12, 2022 | May 9, 2022 | 27 | Firm change | RIA to RIA |
| AE WEALTH MANAGEMENT, LLC | NEW MILLENNIUM GROUP | Jul 2, 2019 | Apr 13, 2020 | 286 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299249:311230:UT:2022-04-12 | Apr 12, 2022 | May 9, 2022 | SANDY, UT | Firm change |