Individual Firm
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TODD DONALDSON QUINN
CRD#: 4254170
IA
B
ARISTA WEALTH MANAGEMENT, LLCCRD#: 141504 11845 South 700 East
Ste. 201
Draper, UT 84020
Ste. 201
Draper, UT 84020
0
Disclosures
23
Years of Experience
View By:
State Registrations
IA
Nevada 7/12/2024
IA
Utah 6/21/2024
IA
Texas 6/20/2024
IA
Registered with this firm since 6/20/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/23/2022 - 07/22/2024 | Draper, UT | |
IA | 02/27/2023 - 03/29/2023 | LEHI, UT | |
IA | 08/10/2012 - 09/28/2022 | SALT LAKE CITY, UT | |
B | 05/22/2012 - 09/28/2022 | SALT LAKE CITY, UT | |
B | 04/16/2009 - 05/25/2012 | LAS VEGAS, NV | |
IA | 03/01/2007 - 12/31/2008 | LAS VEGAS, NV | |
IA | 05/07/2003 - 07/18/2006 | LAS VEGAS, NV | |
B | 05/07/2003 - 07/18/2006 | LAS VEGAS, NV | |
IA | 01/27/2003 - 04/24/2003 | LOS ANGELES, CA | |
B | 01/17/2003 - 04/24/2003 | NEW YORK, NY | |
B | 10/09/2000 - 01/17/2003 | JERSEY CITY, NJ |
SALT LAKE CITY, UT
08/10/2012 - 09/28/2022
SALT LAKE CITY, UT
05/22/2012 - 09/28/2022
LAS VEGAS, NV
03/01/2007 - 12/31/2008
JERSEY CITY, NJ
10/09/2000 - 01/17/2003
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.