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RIA / WealthAdvisor31 years in industry

DANIEL JOSEPH MIRGON

Advisor at DAN MIRGON, LLC

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:f5796064-3de0-c90d-6468-edc6c65793fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 26, 1998 to Sep 14, 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: DAN MIRGON, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 8, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 8, 1994
First registration: Jun 26, 1998
Dual registered: no
Other names: DAN MIRGON
IAPD individual key: 1139253

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
DAN MIRGON, LLC	State registered	Mar 25, 2024	n/a	yes	SALT LAKE CITY, UT	Current employment
PROTECTION POINT ADVISORS	Former SEC adviser	Jan 10, 2024	Feb 20, 2024	no	ROSEVILLE, CA\|Salt Lake City, UT	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Oct 4, 2011	May 11, 2012	no	WEST VALLEY CITY, UT	Previous registration
BENEFIT PLANNING SERVICES	n/a	Jun 26, 1998	Jul 23, 2010	no	SANTA ANA, CA	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
PROTECTION POINT ADVISORS	DAN MIRGON, LLC	Feb 20, 2024	Mar 25, 2024	34	Firm change	RIA to state RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	PROTECTION POINT ADVISORS	May 11, 2012	Jan 10, 2024	4,261	Firm change after gap	Other
BENEFIT PLANNING SERVICES	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jul 23, 2010	Oct 4, 2011	438	Firm change after gap	Other

Relationships

Registered with (4)

→ DAN MIRGON, LLCRegistered adviserregistration: current employment
Mar 25, 2024 to presentfactForm ADV
→ PROTECTION POINT ADVISORSRegistered adviserregistration: previous registration
Jan 10, 2024 to Feb 20, 2024factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 4, 2011 to May 11, 2012factForm ADV
→ BENEFIT PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 26, 1998 to Jul 23, 2010factForm ADV

Dated events

Occurred
Feb 20, 2024
Advisor changed firm
Daniel Joseph Mirgon left Protection Point Advisors for Dan Mirgon, Llc (registered 2024-03-25)
Form ADVobserved 5 days ago