Talon B. Pitchforth

INTERWISE

HOLLADAY, UT 84121

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CRD#: 7418180

Professional summary

Talon Bryce Pitchforth is a registered financial advisor currently at INTERWISE located in Holladay, Utah and CHAUNER SECURITIES, INC. located in Holladay, Utah.

Talon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Talon has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Interwise Tax - 3115 East Lion Lane Ste 160, Holladay, UT 84121. Not investment related. Tax and other financial planning. Duties include tax preparation, bookkeeping and accounting. Start date August 2024. Approximately 2 hours per week. Valued Wealth Advisors dba Interwise - 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States. Investment related. Investment advisory and portfolio management. Duties include new business development, investment advisory, financial planning, tax planning. Start date August 2024. Approximately 38 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Talon Bryce Pitchforth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 8, 2024 - Present

INTERWISE

Office #1: 3115 East Lion Lane Suite 160, Holladay, UT 84121

RIA

CRD#: 316746

HOLLADAY, UT

Current

September 19, 2024 - Present

CHAUNER SECURITIES, INC.

Office #1: 3115 East Lion Lane Suite 160, Holladay, UT 84121

CRD#: 10075

Holladay, UT

Past

August 13, 2021 - August 9, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

July 30, 2021 - August 9, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTERWISE

INTERWISE | VALUED WEALTH ADVISORS, LLC

CRD#: 316746 / SEC#: 801-122564

RIA

Registered Investment Advisory firm - (10/27/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Utah
(8/8/2024)

Utah
(9/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/10/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/15/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/13/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/12/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

INTERWISE

INTERWISE | VALUED WEALTH ADVISORS, LLC

CRD#: 316746 / SEC#: 801-122564

RIA

Registered Investment Advisory firm - (10/27/2021 Approved)

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Contact information

Main Address

3115 East Lion Lane Suite 160, Holladay, UT 84121

Mailing Address

Phone number

(801) 484-6004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	960
AUM (Assets Under Management)	$ 273,227,968

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Talon B. Pitchforth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Talon Bryce Pitchforth's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHAUNER SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

INTERWISE

State Registrations and Notice Filings

Exams

Series 63

Date: 9/10/2021

Series 65

Date: 5/15/2020

Series 7TO

Date: 8/13/2021

SIE

Date: 7/12/2021

FINRA

Current Firm

INTERWISE

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTERWISE

TRUST BUT VERIFY

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