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Matthew Robert Williams

Refined Wealth Management

Salt Lake City, UT

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Current Employers
Refined Wealth Management

515 South 1000 East Suite L2, Salt Lake City, UT 84102 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-07-28
  • UT RA
    APPROVED
    Since 2021-07-28

Branch Locations

515 South 1000 East Suite L2, Salt Lake City, UT 84102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fit Forever Salt Lake City UT 04/2006 Present
Refined Wealth Management Salt Lake City UT 01/2014 Present
Previous Registrations
Other Businesses

INSURANCE: ACCIDENT AND HEALTH, LIFE, AND VARIABLE CONTRACTS. THE SALE OF THESE PRODUCTS ACCOUNTS FOR APPROXIMATELY 1% OF HIS TIME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-25
  • S66 Uniform Combined State Law Examination
    2012-09-25
Designations

View on SEC IAPD

Other Firms

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LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

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