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Gary Wayne Pinkerton

Pl Wealth Advisors, LLC

Salt Lake City, UT

Cape Coral, FL

CRD 8074832

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Employer firm

Pl Wealth Advisors, LLC CRD 170887

$1.39M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • CONSULTING

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

Current Employers
Pl Wealth Advisors, Llc

650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-05
UT RA APPROVED 2025-09-18
  • FL RA
    APPROVED
    Since 2025-11-05
  • UT RA
    APPROVED
    Since 2025-09-18

Branch Locations

650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States

Cape Coral, FL • 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
Paradigm Life Insurance Salt Lake City UT 04/2014 Present
  • 04/2014 → Present
    Paradigm Life Insurance
    Salt Lake City, UT
Other Businesses

PARADIGM LIFE - INVESTMENT-RELATED, SALT LAKE CITY, UT - INSURANCE AGENCY - WEALTH STRATEGIST - 04/2014 - APPROX 100 HRS/MONTH DURING TRADING HRS - INSURANCE SALES

Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

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LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.

Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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