Best Investors Account Sign in
Inactive

Patrick H Donohoe

Pl Wealth Advisors, LLC

Salt Lake City, UT

Claim This Profile
Current Employers
Pl Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-13
ID RA APPROVED 2026-02-12
FL RA APPROVED 2025-09-09
TX RA APPROVED 2022-04-14
PA RA APPROVED 2022-01-03
IL RA APPROVED 2021-11-16
UT RA APPROVED 2015-02-24
  • NC RA
    APPROVED
    Since 2026-02-13
  • ID RA
    APPROVED
    Since 2026-02-12
  • FL RA
    APPROVED
    Since 2025-09-09
  • TX RA
    APPROVED
    Since 2022-04-14
  • PA RA
    APPROVED
    Since 2022-01-03
  • IL RA
    APPROVED
    Since 2021-11-16
  • UT RA
    APPROVED
    Since 2015-02-24

Branch Locations

650 South 500 West Suite 128, Salt Lake City, UT 84101 • 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
Pl Wealth Advisors, Llc Salt Lake City UT 02/2014 Present
Paradigm Life Salt Lake City UT 10/2007 Present
Prosperity Economics Partners, Llc Salt Lake City UT 03/2018 06/2021
  • 02/2014 → Present
    Salt Lake City, UT
  • 10/2007 → Present
    Paradigm Life
    Salt Lake City, UT
  • 03/2018 → 06/2021
    Prosperity Economics Partners, Llc
    Salt Lake City, UT
Previous Registrations
  • 2018-05-08 → 2021-02-11
    Prosperity Economics Partners, Llc
    Salt Lake City, UT
Other Businesses

PARADIGM LIFE - INVESTMENT-RELATED - SALT LAKE CITY, UT - INSURANCE AGENCY - CHIEF EXECUTIVE OFFICER - 10/2007 - APPROX 150 HRS/MONTH (APPROX 150 HRS/MONTH DURING TRADING HRS) - INSURANCE SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-18
  • S65 Uniform Investment Adviser Law Examination
    2014-01-18
Other Names
  • Patrick Hanbury Donohoe

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor