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Advisor at FENWAY FINANCIAL, LLC
PAYSON, 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 |
|---|---|---|---|---|---|---|
| FENWAY FINANCIAL, LLC | State registered | Jul 8, 2020 | n/a | yes | PAYSON, UT | Current employment |
| KEELER THOMAS MANAGEMENT LLC | Independent wealth | Jan 15, 2015 | Jul 31, 2019 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEELER THOMAS MANAGEMENT LLC | FENWAY FINANCIAL, LLC | Jul 31, 2019 | Jul 8, 2020 | 343 | Firm change | RIA to state RIA |