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6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-28 |
| CO | RA | APPROVED | 2026-04-13 |
| ID | RA | APPROVED | 2026-04-13 |
| NV | RA | APPROVED | 2026-04-13 |
| WA | RA | APPROVED | 2026-04-13 |
| WY | RA | APPROVED | 2026-04-13 |
| UT | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moreton Asset Management, Llc | Salt Lake City | UT | 03/2012 | 02/2026 |
| Moreton Capital Markets, Llc | Salt Lake City | UT | 10/2013 | 12/2019 |
| Meeder Public Funds, Inc. | Dublin | OH | 02/2026 | Present |
Cache Reserves, LLC. Farmington, UT. Non-investment related ownership and management of real estate held for rental income and appreciation. Less than 1 hour per week, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-08 |
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