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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-05-13 |
Branch Locations
375 S 300 W Suite A, Salt Lake City, UT 84101 • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huber, Erickson And Bowman,Cpa'S | Salt Lake City | UT | 12/1977 | 08/2024 |
| World Equity Group | Salt Lake City | UT | 05/2015 | 05/2019 |
| Trek Financial | Scottsdale | AZ | 04/2019 | Present |
| Platform Accounting Group | Holladay | UT | 08/2024 | Present |
(1) BOARD MEMBER TRUSTEE OF UACPA PAC, 155 NORTH 400 WEST, SUITE 400, SALT LAKE CITY, UT 84101 SINCE DECEMBER 2013. NO BANK ACTIVITY AUTHORITY. (2) Platform Accounting Group dba HEB Advisors, CPA, Holladay, UT, Since 08/2024, 250 HRS/MO; (3) OAKRIDGE COUNTRY CLUB - BOARD PRESIDENT. RUN BOARD MEETINGS AND MEET WITH CLUB MANAGER, NO COMPENSATION, 10 HRS/MONTH. (4) INSURANCE LICENSED - LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-05 |
| S66 | Uniform Combined State Law Examination | 2001-11-11 |
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