Eric Allen Halvorsen

$2.01B regulatory AUM 100 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2013-10-03

Branch Locations

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

Organization	City	State	From	To
Physician Wealth Advisors, Inc. (Fka Uma Financial Services)	Salt Lake City	UT	09/2013	Present

09/2013 → Present

Physician Wealth Advisors, Inc. (Fka Uma Financial Services)

Salt Lake City, UT

2010-12-14 → 2013-11-18

Stoker Ostler, A Part Of Bmo Financial Group

Salt Lake City, UT
2008-02-06 → 2010-10-12

Zions Capital Advisors, Inc.

Salt Lake City, UT

Salt Lake City, UT
2007-09-07 → 2008-01-31

Chase Investment Services Corp.

Salt Lake City, UT

Salt Lake City, UT
2007-01-08 → 2007-08-27

Zions Capital Advisors, Inc.

Salt Lake City, UT
2006-08-22 → 2006-12-31

Zions Direct, Inc.

Salt Lake City, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-08-21

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