Best Investors Account Sign in
Inactive

David Lewis Archibald

Squire Wealth Advisors

Orem, UT

Claim This Profile
Current Employers
Squire Wealth Advisors

1329 South 800 East, Orem, UT 84097 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2015-01-06
  • UT RA
    APPROVED
    Since 2015-01-06

Branch Locations

1329 South 800 East, Orem, UT 84097 • 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
Squire & Company Orem UT 11/2005 Present
Squire Wealth Advisors Orem UT 12/2014 Present
Other Businesses

SQUIRE & COMPANY 1329 SOUTH 800 EAST OREM, UT 84097 ACCOUNTING FIRM NON-INVESTMENT RELATED 11/2005 TO PRESENT PARTNER / SHAREHOLDER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-29
  • S65 Uniform Investment Adviser Law Examination
    2014-12-29

View on SEC IAPD

Other Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
SUMMIT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE WEALTH, LLC
SANDLOT PRIVATE WEALTH LLC

Other Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN
Kelby McMullin
Celeste Perian Kennard
Taylor Barry Olsen
Jacob Prior Sybrowsky
JASON LEE MCMULLIN

Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
SUMMIT WEALTH LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · Orem, UT

More in Orem, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor