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Advisor at SANDLOT PRIVATE WEALTH LLC
OREM, 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 |
|---|---|---|---|---|---|---|
| SANDLOT PRIVATE WEALTH LLC | Independent wealth | Sep 30, 2025 | n/a | yes | OREM, UT | Current employment |
| ORION PORTFOLIO SOLUTIONS, LLC | Bd affiliated wealth | Mar 18, 2024 | Jul 31, 2025 | no | OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | SANDLOT PRIVATE WEALTH LLC | Jul 31, 2025 | Sep 30, 2025 | 61 | Firm change | Ibd to new firm |