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6820 South 900 East Suite 200, Salt Lake City, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-01-31 |
| UT | RA | APPROVED | 2008-06-13 |
Branch Locations
6820 South 900 East Suite 200, Salt Lake City, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Physician Wealth Advisors, Inc. (Fka Uma Financial Services) | Salt Lake City | UT | 03/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-09 |
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