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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-08 |
| UT | RA | APPROVED | 2009-11-12 |
Branch Locations
566 West 800 North Suite 203, Orem, UT 84057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hobble Creek Wealth | Provo | UT | 04/2006 | Present |
| Osaic Wealth | Provo | UT | 07/2009 | Present |
| Miller Wade Group | Orem | UT | 03/2009 | 05/2018 |
1. WTM HOLDING LLC POSITION: Owner/Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/28/2020 ADDRESS: 562 W 800 N Suite 203, Orem UT 84057, United States DESCRIPTION: Pay Mortgage, HOA, and maintain office space 2. HOBBLE CREEK WEALTH POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2019 ADDRESS: 566 W 800 N Suite 203, Orem UT 84057, United States DESCRIPTION: The entity was created for accounting purposes to pay myself and assistant. Entity is also used as marketing name for financial advising business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-31 |
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