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4350 Congress Street Suite 1000, Charlotte, NC 28209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-30 |
| UT | RA | APPROVED | 2025-09-24 |
Branch Locations
4350 Congress Street, Suite 1000, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alta Capital Management | Salt Lake City | UT | 07/2006 | 07/2025 |
| University Of Utah | Salt Lake City | UT | 01/2006 | Present |
| Sterling Capital Management | Salt Lake City | UT | 08/2025 | Present |
my529 60 S 400 W, 5th Floor Salt Lake City, UT 84101 Nathan Rhees is an investment committee member for the Utah state 529 plan. Duties include participaton in quarterly meetings, assessing investment options, reviewing reports, approving platform offerings, allocation glidepaths, etc. This position is investment related. This role started Q1 2020. The approximate number of hours spent in this role is 1 hour per month, taking place in securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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