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Salt Lake City, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-10-19 |
| DE | RA | APPROVED | 2018-11-15 |
Branch Locations
The Mill Concord -The Baynard Building 3411 Silverside Road, Wilmington, DE 19810 • United States
Regus Office Community Manager 200 Continental Drive, Suite 401, Newark, DE 19713 • United States
The Mill Wilmington - Nemours Building 1007 North Orange Street, 4Th Floor, Wilmington, DE 19801 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Strategies, Llc | Wilmington | DE | 04/2003 | Present |
| Glenayr Family Advisors Llc F/K/A Glenayr Wealth Advisors Llc | Brightwood | VA | 09/2015 | 11/2018 |
| River Family Advisors Llc | Wilmington | DE | 07/2018 | Present |
1). Serves as an unpaid member of a family office committee that is listed as a managing member of HRS Office Committee LLC, an entity that manages a family property. Joan spends less than 5% of her time in this capacity. 2). Life Strategies, LLC, President; 04/2003 to present; Joan provides coaching to other life coaches and spends approx. 5 hours/month; Non-Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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