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6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-13 |
| OR | RA | APPROVED | 2025-10-12 |
| AZ | RA | APPROVED | 2024-10-30 |
| CO | RA | APPROVED | 2023-05-17 |
| NM | RA | APPROVED | 2023-03-13 |
| NV | RA | APPROVED | 2022-09-22 |
| CA | RA | APPROVED | 2022-09-09 |
| ID | RA | APPROVED | 2022-09-09 |
| OH | RA | APPROVED | 2022-09-09 |
| UT | RA | APPROVED | 2022-09-09 |
| WY | RA | APPROVED | 2022-09-09 |
Branch Locations
6125 Memorial Drive, Dublin, OH 43017 • United States
222 South Main Street 5Th Floor, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moreton Asset Management | Salt Lake City | UT | 07/2015 | 08/2022 |
| Moreton Capital Markets | Salt Lake City | UT | 11/2016 | 12/2019 |
| Meeder Public Funds, Inc. | Dublin | OH | 09/2022 | Present |
Future Self, LLC 1437 S. 1000 East, Salt Lake City, UT 84105. Investment related ownership in company engaged in purchase of real estate for rental and investment purposes. Beginning December, 2020, 2 hour per month, 0 during securities business hours. Limited oversight duties for third-party property management firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-19 |
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