DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Eric Allen Halvorsen

Physician Wealth Advisors, Inc.independent RIASalt Lake City, UtIA-onlyIAPD 4974344

Certified Financial Planner

Feed of 09/14/2026

At current firm

12 y

since Oct 3, 2013

In the industry

20 y

since Aug 21, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: E. Vice President, Wealth Advisorreportedpwa.orgfirm site, Sep 15, 2026
Designations: MBA, CFP, CIMAreportedpwa.orgas printed on the bio page, Sep 16, 2026
Professional profile: pwa.org/team-member-01/eric-halvorsenreportedpwa.orgfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Physician Wealth Advisors, Inc. independent RIA current
since Oct 3, 2013 · Salt Lake City, Ut
Stoker Ostler, A Part Of Bmo Financial Group bank affiliated
Dec 14, 2010 to Nov 18, 2013 · Salt Lake City, Ut
Zions Capital Advisors, Inc. institutional
Feb 6, 2008 to Oct 12, 2010 · Salt Lake City, Ut
Chase Investment Services Corp. former
Sep 7, 2007 to Jan 31, 2008 · Salt Lake City, Ut
Zions Capital Advisors, Inc. institutional
Jan 8, 2007 to Aug 27, 2007 · Salt Lake City, Ut
Zions Direct, Inc. unclassified
Aug 22, 2006 to Dec 31, 2006 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Stoker Ostler, A Part Of Bmo Financial Group to Physician Wealth Advisors, Inc.
left Nov 18, 2013, registered Oct 3, 2013 (-46 days) · Other
Zions Capital Advisors, Inc. to Stoker Ostler, A Part Of Bmo Financial Group
left Oct 12, 2010, registered Dec 14, 2010 (63 days) · Other
Chase Investment Services Corp. to Zions Capital Advisors, Inc.
left Jan 31, 2008, registered Feb 6, 2008 (6 days) · Other
Zions Capital Advisors, Inc. to Chase Investment Services Corp.
left Aug 27, 2007, registered Sep 7, 2007 (11 days) · Other
Zions Direct, Inc. to Zions Capital Advisors, Inc.
left Dec 31, 2006, registered Jan 8, 2007 (8 days) · Other

Signals

No dated event on this person.

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address