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1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2025-10-31 |
| UT | RA | APPROVED | 2025-05-05 |
| IL | RA | APPROVED | 2025-05-02 |
Branch Locations
1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Salt Lake City | UT | 07/2012 | 11/2019 |
| Aviva Investors America | Chicago | IL | 11/2019 | 11/2021 |
| Foreside Fund Services, Llc | Chicago | IL | 02/2020 | 12/2021 |
| Alpha Wealth Funds, Llc | Park City | UT | 04/2025 | Present |
| Northern Trust | Chicago | IL | 01/2022 | 03/2025 |
Lon & Bev Thomas Family, LP- Limited Partner investment-related; No nature; family-owned limited partnership relationship; None start date; August 2004 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; passive partnership Stone Mountain OZ, LLC investment-related; Yes nature; family-owned opportunity zone relationship; None start date; March 2026 hours/month you devote to the other business; One hour hours during securities trading hours; Zero duties; president and manager of opportunity zone investment, managing investments, intercompany loans, R&D in opportunity zone, overseeing personnel and financials
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-29 |
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