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Patrick James Brady

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 2008-07-02
  • UT RA
    APPROVED
    Since 2008-07-02

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 08/2000 Present
  • 08/2000 → Present
    Physician Wealth Advisors, Inc. (Fka Uma Financial Services)
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-16
S63 Uniform Securities Agent State Law Examination 1997-03-31
  • S65 Uniform Investment Adviser Law Examination
    2007-01-16
  • S63 Uniform Securities Agent State Law Examination
    1997-03-31
Designations

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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