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Inactive

Alex Phillip Graham

Tanara Wealth Management LLC

Lehi, UT

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Current Employers
Tanara Wealth Management Llc

3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-14
  • UT RA
    APPROVED
    Since 2026-04-14

Branch Locations

3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • 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
Searcy Financial Overland Park KS 10/2020 08/2022
Aldrich Wealth Lake Oswego OR 02/2020 09/2020
Allos Investment Advisors Overland Park KS 10/2020 09/2022
Firstpurpose Wealth Orem UT 11/2017 01/2020
Sundance Mountain Resort Sundance UT 12/2016 02/2020
Uvu Money Management Resource Center Orem UT 08/2017 01/2020
Holland America Princess - Alaska Anchorage AK 04/2016 08/2017
Student Orem UT 09/2012 11/2017
Andina Advisors Lehi UT 09/2022 04/2026
Andina Capital Management, Llc Lehi UT 09/2022 04/2026
Tanara Wealth Management, Llc Lehi UT 04/2026 Present
  • 10/2020 → 08/2022
    Searcy Financial
    Overland Park, KS
  • 02/2020 → 09/2020
    Aldrich Wealth
    Lake Oswego, OR
  • 10/2020 → 09/2022
    Allos Investment Advisors
    Overland Park, KS
  • 11/2017 → 01/2020
    Firstpurpose Wealth
    Orem, UT
  • 12/2016 → 02/2020
    Sundance Mountain Resort
    Sundance, UT
  • 08/2017 → 01/2020
    Uvu Money Management Resource Center
    Orem, UT
  • 04/2016 → 08/2017
    Holland America Princess - Alaska
    Anchorage, AK
  • 09/2012 → 11/2017
    Student
    Orem, UT
  • 09/2022 → 04/2026
    Andina Advisors
    Lehi, UT
  • 09/2022 → 04/2026
    Andina Capital Management, Llc
    Lehi, UT
  • 04/2026 → Present
    Tanara Wealth Management, Llc
    Lehi, UT
Previous Registrations
Designations
Other Names
  • Alex Phillip Grahm

View on SEC IAPD

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Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

More in Lehi, UT

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