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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-01-02 |
Branch Locations
2150 South 1300 East Suite 110, Salt Lake City, UT 84106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Partners, Llc | Salt Lake City | UT | 09/2014 | 02/2018 |
| Crown Capital Securities, L.P. | Orange | CA | 06/2015 | 02/2018 |
| Dynamic Wealth Advisors | Scottsdale | AZ | 02/2018 | Present |
| Geneos Wealth Management | Salt Lake City | UT | 10/2019 | 11/2019 |
| Fortress Asset Management | Salt Lake City | UT | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-10 |
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