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318 West Adams Street 10Th Floor, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-20 |
| UT | RA | APPROVED | 2025-04-17 |
Branch Locations
318 West Adams Street 10Th Floor, Chicago, IL 60606 • United States
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 |
|---|---|---|---|---|
| Cambria Capital, Llc | Salt Lake City | UT | 03/2006 | Present |
| Optioniq | Salt Lake City | UT | 02/2013 | Present |
| Cambria Holdings, Inc. | Salt Lake City | UT | 06/2018 | Present |
| Tradingblock | Salt Lake City | UT | 01/2025 | Present |
| Digital Offering Llc | Laguna Beach | CA | 07/2025 | Present |
| Nant Global Finance Inc | Woodbury | NY | 01/2026 | Present |
| Theris, Inc. | New York | NY | 04/2026 | Present |
1) President and Director of Cambria Holdings, Inc. 6975 S Union Park Avenue, Suite 600, Cottonwood Heights, UT 84047. Business is a Holding Company that might be considered investment related based on its subsidiaries being investment related. Position began in June of 2018. Approximately 10 hours per month during market hours. 2) President and Director of Cambria Asset Management, Inc. 6975 S Union Park Avenue, Suite 600, Cottonwood Heights, UT 84047. Business is a Holding Company that might be considered investment related based on its subsidiaries being investment related. Position began in June of 2018. Approximately 10 hours per month during market hours. 3) Investment Adviser Representative at Equity Armor Investments (CRD 156327), Chicago, IL beginning in April 2025. Investment related business, paid fee-based compensation on client assets under management. Spend approximately 10 hours per month during trading hours. 4) President of Investment Banking at AOS, Inc dba TradingBlock and MyIPO. 311 S. Wacker Driver, Suite 1775, Chicago, IL 60606. Investment Related. Role began in January 2025. Approximately 30 hours per week with 20 hours during market hours. 5) Head of Business Development, Nant Global Finance Inc, 7600 Jericho Turnpike, Suite 304, Woodbury, NY 11797. Investment Related - Parent Company of Financial Service Entities. Role began January 2026. Approximately 2.5 hrs per week during market trading hours. 6) Peak Line Advisory LLC, Inc. Holladay, UT. Started April 15, 2026. Investment Related. Consulting and strategic advisory services. Will spend 2-4 hours per month (1-2 hours per month during market hours) devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-29 |
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