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American Fork, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-12-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loyal Consulting | American Fork | UT | 06/2012 | 10/2016 |
| J.P. Morgan Securities Llc | Spanish Fork | UT | 10/2012 | 10/2016 |
| Lpl Financial | Orem | UT | 10/2016 | 11/2017 |
| Cutter And Company | Ballwin | MO | 12/2017 | 12/2019 |
| Loyal Consulting Dba Loyal Wealth Mgt | American Fork | UT | 12/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-22 |
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