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6967 South River Gate Drive Suite 102, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-20 |
| UT | RA | APPROVED | 2024-11-20 |
Branch Locations
6967 South River Gate Drive Suite 102, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Salt Lake City | UT | 01/2006 | 12/2017 |
| Triad Advisors, Llc | Norcross | GA | 12/2017 | 08/2024 |
| Onedigital Investment Advisors | Overland Park | KS | 12/2017 | 12/2024 |
| Osaic Wealth, Inc. | La Vista | NE | 08/2024 | 12/2024 |
| Presidio Wealth Management | Midvale | UT | 01/2003 | Present |
| Presidio Wealth Management | Midvale | UT | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-02 |
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