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Registered advisor

Z••• P• H•••••

C••••• I••••••••• A••••••• L••BD affiliatedRiverton, Ut dual registrantIAPD 5590426

Feed of 09/15/2026

Also filed as Z••• P• H•••••

At current firm

3 y

since Jun 29, 2023

In the industry

17 y

since Oct 3, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Jun 29, 2023 · Taylorsville, Ut
C••• F•••••••• S•••••••• L••• former
Dec 5, 2017 to Sep 21, 2021 · Salt Lake City, Ut
O•••• W•••••• I••• BD affiliated
Jul 8, 2011 to Nov 3, 2017 · South Jordan, Ut
C•••• I••••••••• S••••••• C•••• former
Mar 30, 2010 to Jul 8, 2011 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

C••• F•••••••• S•••••••• L••• to C••••• I••••••••• A••••••• L••
left Sep 21, 2021, registered Jun 29, 2023 (646 days) · Affiliated broker-dealer or bank to another
O•••• W•••••• I••• to C••• F•••••••• S•••••••• L•••
left Nov 3, 2017, registered Dec 5, 2017 (32 days) · Affiliated broker-dealer or bank to another
C•••• I••••••••• S••••••• C•••• to O•••• W•••••• I•••
left Jul 8, 2011, registered Jul 8, 2011 (0 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address