David Archibald has been Partner & Chief Compliance Officer of Squire Investment Management since May 2025, is a control person of the firm and directly owns under 5% of it.
Squire Investment Management Company, LLC is an Orem, UT firm with $587M under management, 587 clients and 13 advisers across 3 offices, as of its March 2026 filing.
- Squire Wealth AdvisorsCurrent– present · 11 yearsOrem, UT · Adviser representative · Firm CRD 117750
Investment adviser representative registrations
David Archibald is registered as an investment adviser representative in Utah, since January 2015.
- UtahSince 6 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Lewis Archibald
- CRD
- 6428399
- Firm
- Squire Investment Management · CRD 117750
- Role
- Partner & Chief Compliance Officer
- Office
- 1329 SOUTH 800 EAST, Orem, UT 84097
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does David Archibald work?
David Archibald has been Partner & Chief Compliance Officer of Squire Investment Management Company, LLC since May 2025, and is a control person of the firm.
Is David Archibald a financial advisor?
Yes. David Archibald has a current investment-adviser registration in Utah, through Squire Investment Management since January 2015.
How many years of experience does David Archibald have?
David Archibald has 11 years in the financial industry, since January 2015, across 1 adviser firm.
What exams has David Archibald passed?
David Archibald passed the Series 65 in December 2014.
Where is David Archibald based?
David Archibald’s registered office is in Orem, UT.
Is David Archibald registered with FINRA?
No. David Archibald has no current broker registration.
How can I verify David Archibald’s record?
Search CRD 6428399 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Archibald’s full registration record.
