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5966 South Dixie Highway Suite 300, South Miami, FL 33143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-08 |
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
5966 South Dixie Highway Suite 300, South Miami, FL 33143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Point Advisors, Llc | Murray | UT | 01/2003 | 01/2019 |
| Forum Financial Management Lp | Lombard | IL | 10/2018 | 01/2025 |
| Vantage Consulting | Murray | UT | 01/2022 | Present |
| Forum Financial Management, Lp | Lombard | IL | 10/2018 | 09/2023 |
| Bridge Generations Wealth Management Llc | South Miami | FL | 05/2024 | Present |
1) Vantage Consulting; Not investment-related; 5809 South Holstein Way, Murray, UT 84107; Consulting; Chief Executive Officer and President; 1/2022; 15 hours/month devoted; 5 hours during securities trading hours; Consulting for business owners for exit strategies. 2) Bridge Generations Wealth Management LLC; Investment-related; 5900 Southwest 73rd Street, Suite 300, South Miami, FL 33143; Registered investment adviser; Managing Member and Investment Adviser Representative; 5/2024; 30 hours/month devoted; 10 hours during securities trading hours; Investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-16 |
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