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6440 South Wasatch Boulevard Suite 200, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-29 |
| UT | RA | APPROVED | 2013-09-26 |
Branch Locations
6440 South Wasatch Boulevard Suite 200, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherokee & Walker Management, Llc | Salt Lake City | UT | 01/2006 | Present |
1) Name of Business: NORTHROCK COMPANIES, LLC, DRAPER, UT. Investment-related: NO. Nature of business: MULTI-FAMILY PROPERTY ACQUISITION AND MANAGEMENT. Position/Title: BOARD MEMBER. Start Date: 12/01/2018. Approximate number of hours/month: 10-20; 10-20 DURING TRADING HOURS. Description of duties: BOARD MEMBER. 2) Name of Business: NET GAIN PROPERTIES, LLC, SALT LAKE CITY, UT. Investment-related: NO. Nature of business: RETAIL PROPERTY ACQUISITION AND DISPOSITION. Position/Title: BOARD MEMBER. Start Date: 07/01/2019. Approximate number of hours/month: 5-10; 5-10 DURING TRADING HOURS. Description of duties: BOARD MEMBER. 3) Name of Business: CW INSURANCE, INC., SALT LAKE CITY, UT. Investment-related: NO. Nature of business: PROVIDING LIABILITY AND PROPERTY INSURANCE TO MULTI-FAMILY PROPERTY TENANTS. Position/Title PRESIDENT. Start Date: 7/1/2020. Approximate number of hours/month: 10-20; 10-20 DURING TRADING HOURS. Description of duties: VARIOUS BUSINESS ACTIVITIES. 4) Name of Business: V20 ENERGY, SALT LAKE CITY, UT. Investment-related: NO. Nature of business: PROVIDING ENERGY STORAGE SYSTEMS. Position/Title MANAGER, MEMBER THROUGH RED OAK ENERGY, LLC. Start Date: 4/25/2022. Approximate number of hours/month: 5-10; 5-10 DURING TRADING HOURS. Description of duties: REVIEW FINANCIALS AND LEGAL DOCUMENTS, PROVIDE MANAGERIAL INPUT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-25 |
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