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Advisor at GALLEON WEALTH ADVISORS LLC
VINEYARD, 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 |
|---|---|---|---|---|---|---|
| GALLEON WEALTH ADVISORS LLC | State registered | Mar 11, 2026 | n/a | yes | VINEYARD, UT | Current employment |
| THE PROFESSIONAL FINANCIAL COMPANY LLC | Independent wealth | Feb 14, 2025 | Mar 10, 2026 | no | OREM, UT | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jan 14, 2025 | Jan 29, 2025 | no | SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE PROFESSIONAL FINANCIAL COMPANY LLC | GALLEON WEALTH ADVISORS LLC | Mar 10, 2026 | Mar 11, 2026 | 1 | Firm change | RIA to state RIA |
| EQUITABLE ADVISORS, LLC | THE PROFESSIONAL FINANCIAL COMPANY LLC | Jan 29, 2025 | Feb 14, 2025 | 16 | Firm change | Ibd to RIA |