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Advisor at DRIVE WEALTH ADVISERS
LEHI, UT | Charlottesville, VA
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 |
|---|---|---|---|---|---|---|
| DRIVE WEALTH ADVISERS | Independent wealth | Dec 2, 2025 | n/a | yes | LEHI, UT|Charlottesville, VA | Current employment |
| CREWE ADVISORS | Independent wealth | May 23, 2025 | Jul 14, 2025 | no | Vienna, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREWE ADVISORS | DRIVE WEALTH ADVISERS | Jul 14, 2025 | Dec 2, 2025 | 141 | Firm change | RIA to RIA |