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RIA / WealthAdvisor19 years in industry

Lamar Daniel Breshears

Advisor at RPG FAMILY WEALTH ADVISORY, LLC

BURLINGTON, MA | Salt Lake City, UT

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Search this name across graphsid dfx:ria:cbecea01-2c04-365f-23bd-bc053a628e76

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 12, 2007 to Sep 15, 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: RPG FAMILY WEALTH ADVISORY, LLC
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: Sep 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 14, 2007
First registration: Oct 12, 2007
Dual registered: no
IAPD individual key: 5375909

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
RPG FAMILY WEALTH ADVISORY, LLC	Independent wealth	Sep 18, 2023	n/a	yes	Salt Lake City, UT\|BURLINGTON, MA	Current employment
TLG ADVISORS, INC.	Bd affiliated wealth	Nov 18, 2019	Sep 22, 2023	no	Salt Lake City, UT\|SUMMIT, NJ\|Salt Lake City, UT	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Jan 29, 2018	Nov 18, 2019	no	Salt Lake City, UT\|CINCINNATI, OH	Previous registration
ALPINE CAPITAL MANAGEMENT, LLC	n/a	Feb 21, 2014	Jan 19, 2018	no	SALT LAKE CITY, UT	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Oct 30, 2012	Dec 11, 2013	no	SALT LAKE CITY, UT	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Jul 15, 2009	Jul 25, 2012	no	FERNDALE, MI\|SALT LAKE CITY, UT	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 12, 2007	Jul 6, 2009	no	SALT LAKE CITY, 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
TLG ADVISORS, INC.	RPG FAMILY WEALTH ADVISORY, LLC	Sep 22, 2023	Sep 18, 2023	-4	Firm change	Ibd to RIA
HORTER INVESTMENT MANAGEMENT, LLC	TLG ADVISORS, INC.	Nov 18, 2019	Nov 18, 2019	0	Firm change	RIA to ibd
ALPINE CAPITAL MANAGEMENT, LLC	HORTER INVESTMENT MANAGEMENT, LLC	Jan 19, 2018	Jan 29, 2018	10	Firm change	Other
MML INVESTORS SERVICES, LLC	ALPINE CAPITAL MANAGEMENT, LLC	Dec 11, 2013	Feb 21, 2014	72	Firm change	Other
ONEAMERICA SECURITIES, INC.	MML INVESTORS SERVICES, LLC	Jul 25, 2012	Oct 30, 2012	97	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	ONEAMERICA SECURITIES, INC.	Jul 6, 2009	Jul 15, 2009	9	Firm change	Other

Relationships

Registered with (7)

→ RPG FAMILY WEALTH ADVISORY, LLCRegistered adviserregistration: current employment
Sep 18, 2023 to presentfactForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Nov 18, 2019 to Sep 22, 2023factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 29, 2018 to Nov 18, 2019factForm ADV
→ ALPINE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 21, 2014 to Jan 19, 2018factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Oct 30, 2012 to Dec 11, 2013factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Jul 15, 2009 to Jul 25, 2012factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 12, 2007 to Jul 6, 2009factForm ADV

Dated events

Occurred
Sep 22, 2023
Advisor changed firm
Lamar Daniel Breshears left Tlg Advisors, Inc. for Rpg Family Wealth Advisory, Llc (registered 2023-09-18)
Form ADVobserved 4 days ago