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Advisor at DRIVE WEALTH ADVISERS
LEHI, 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 |
|---|---|---|---|---|---|---|
| DRIVE WEALTH ADVISERS | Independent wealth | Oct 11, 2022 | n/a | yes | LEHI, UT | Current employment |
| PREMIER CAPITAL MANAGEMENT INC | Former SEC adviser | Jan 24, 2025 | May 1, 2025 | no | PROVO, UT | Previous registration |
| FORESIGHT WEALTH MANAGEMENT, LLC | Former SEC adviser | May 3, 2018 | Dec 20, 2022 | no | PROVO, UT|DRAPER, UT | Previous registration |
| JAMESTOWN WEALTH MANAGEMENT LLC | n/a | Jan 4, 2018 | Dec 31, 2018 | no | PROVO, UT | Previous registration |
| SEGO CAPITAL MANAGEMENT LLC | n/a | Jun 22, 2016 | May 10, 2018 | no | PROVO, UT | Previous registration |
| JAMESTOWN WEALTH MANAGEMENT LLC | n/a | May 2, 2011 | Dec 31, 2017 | no | PROVO, UT | Previous registration |
| JAMESTOWN WEALTH MANAGEMENT LLC | n/a | Jul 6, 2009 | Dec 31, 2010 | no | PROVO, UT | Previous registration |
| PREMIER CAPITAL MANAGEMENT INC | Former SEC adviser | Sep 25, 2000 | Dec 16, 2009 | no | PROVO , UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PREMIER CAPITAL MANAGEMENT INC | n/a | May 1, 2025 | n/a | n/a | Departure no registered destination | Departure |
| FORESIGHT WEALTH MANAGEMENT, LLC | DRIVE WEALTH ADVISERS | Dec 20, 2022 | Oct 11, 2022 | -70 | Firm change after gap | RIA to RIA |
| JAMESTOWN WEALTH MANAGEMENT LLC | FORESIGHT WEALTH MANAGEMENT, LLC | Dec 31, 2018 | May 3, 2018 | -242 | Firm change after gap | Other |
| SEGO CAPITAL MANAGEMENT LLC | JAMESTOWN WEALTH MANAGEMENT LLC | May 10, 2018 | Jan 4, 2018 | -126 | Firm change after gap | Other |
| JAMESTOWN WEALTH MANAGEMENT LLC | SEGO CAPITAL MANAGEMENT LLC | Dec 31, 2017 | Jun 22, 2016 | -557 | Firm change after gap | Other |
| PREMIER CAPITAL MANAGEMENT INC | JAMESTOWN WEALTH MANAGEMENT LLC | Dec 16, 2009 | Jul 6, 2009 | -163 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153881:174728:UT:2022-12-16 | Dec 20, 2022 | Oct 11, 2022 | DRAPER, UT | Firm change after gap |