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Trent L. Searle

Physician Wealth Advisors, Inc.

Salt Lake City, UT

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Current Employers
Physician Wealth Advisors, Inc.

6820 South 900 East Suite 200, Salt Lake City, UT 84047 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2017-04-14
  • UT RA
    APPROVED
    Since 2017-04-14

Branch Locations

6820 South 900 East Suite 200, Salt Lake City, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Physician Wealth Advisors, Inc. (Fka Uma Financial Services) Salt Lake City UT 04/2017 Present
Truenorth Wealth Salt Lake City UT 07/2014 03/2017
  • 04/2017 → Present
    Physician Wealth Advisors, Inc. (Fka Uma Financial Services)
    Salt Lake City, UT
  • 07/2014 → 03/2017
    Truenorth Wealth
    Salt Lake City, UT
Previous Registrations
Designations
Other Names
  • Trent Lynn Searle

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
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