B•••••• J••• R••

• B••••• G••••••••• W••••• M••••••••• independent RIA current
  since Jul 3, 2024 · Millcreek, Ut
• F•••• F•••••••• M••••••••• L• independent RIA
  Nov 13, 2018 to Jan 31, 2025 · Murray, Ut
• V•••••• P•••• A•••••••• L•• former
  Sep 8, 2004 to Jan 23, 2019 · Salt Lake City, Ut
• O•••• F•• I••• former
  Jun 19, 2003 to Aug 18, 2004 · Salt Lake City, Ut

• F•••• F•••••••• M••••••••• L• to B••••• G••••••••• W••••• M•••••••••
  left Jan 31, 2025, registered Jul 3, 2024 (-212 days) · RIA to a newly registered adviser · moved with a team
• V•••••• P•••• A•••••••• L•• to F•••• F•••••••• M••••••••• L•
  left Jan 23, 2019, registered Nov 13, 2018 (-71 days) · Other
• O•••• F•• I••• to V•••••• P•••• A•••••••• L••
  left Aug 18, 2004, registered Sep 8, 2004 (21 days) · Other

• ••• Locked
  Jan 31, 2025 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

23derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address