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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)26 years in industry

BRAD JEDD MYERS

Advisor at LONE PEAK ADVISERS

DRAPER, UT

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Search this name across graphsid dfx:ria:c991569a-985d-2d86-105e-c632a9701fc1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 9, 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: LONE PEAK ADVISERS
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: May 10, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 5
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: May 10, 2000
First registration: May 9, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4171462

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
LONE PEAK ADVISERS	Independent wealth	Apr 12, 2023	n/a	yes	DRAPER, UT	Current employment
LONE PEAK ADVISERS	Independent wealth	Jul 19, 2022	Dec 31, 2022	no	DRAPER, UT	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Aug 16, 2017	Jul 18, 2022	no	South Jordan, UT\|SOUTH JORDAN, UT\|CEDAR CITY, UT	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Sep 3, 2008	Aug 16, 2017	no	LAS VEGAS, NV\|HENDERSON, NV\|LOS ANGELES, CA\|ST. GEORGE, UT\|PROVO, UT\|SALT LAKE CITY, UT\|OGDEN, UT\|SOUTH JORDAN, UT\|South Jordan, UT	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Feb 17, 2004	Sep 12, 2008	no	Holladay, UT\|ST GEORGE, UT\|OGDEN, UT\|PROVO, UT\|HORSHAM, PA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	May 9, 2003	Sep 18, 2003	no	MIDVALE, 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
GENEOS WEALTH MANAGEMENT, INC.	LONE PEAK ADVISERS	Jul 18, 2022	Jul 19, 2022	1	Firm change	Ibd to RIA
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	GENEOS WEALTH MANAGEMENT, INC.	Aug 16, 2017	Aug 16, 2017	0	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Sep 12, 2008	Sep 3, 2008	-9	Firm change	Other
PRINCIPAL SECURITIES, INC.	HORNOR, TOWNSEND & KENT, LLC	Sep 18, 2003	Feb 17, 2004	152	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
120894:296772:UT:2022-07-18	Jul 18, 2022	Jul 19, 2022	CEDAR CITY, UT	Firm change

Relationships

Registered with (5)

→ LONE PEAK ADVISERSRegistered adviserregistration: previous registration
Jul 19, 2022 to Dec 31, 2022factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 16, 2017 to Jul 18, 2022factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Sep 3, 2008 to Aug 16, 2017factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Feb 17, 2004 to Sep 12, 2008factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
May 9, 2003 to Sep 18, 2003factForm ADV

Dated events

Occurred
Jul 18, 2022
Advisor changed firm
Brad Jedd Myers left Geneos Wealth Management, Inc. for Lone Peak Advisers (registered 2022-07-19)
Form ADVobserved 4 days ago