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Physician Wealth Advisors, Inc. CRD 106043
$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 | 2010-12-14 |
Branch Locations
6820 South 900 East Suite 200, Salt Lake City, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake City | UT | 01/1987 | Present |
| Physician Wealth Advisors, Inc. (Fka Uma Financial Services) | Salt Lake City | UT | 06/2004 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
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