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10808 S River Front Parkway Suite 463, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-04 |
| UT | RA | APPROVED | 2016-07-12 |
Branch Locations
10808 S River Front Parkway Suite 463, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vitality Capital Management, Llc | Sandy | UT | 07/2016 | Present |
| Financial Path, L.L.C. | Sandy | UT | 05/2014 | 05/2020 |
| Vitality Life, L.L.C. Dba Vitality Life Financial Group | Sandy | UT | 04/2012 | 05/2020 |
Matthew Romney is an owner of VCM Tax, LLC and spends approximately 5% of his time engaged in this activity. VCM Tax, LLC provides tax, accounting, & payroll services. Clients are not obligated to use VCM Tax, LLC or any of its services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-24 |
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