Scott Matthew Carlson

Current Employers

Employment History

• 01/2014 → Present
  Fristpurpose Wealth
  Orem, UT

Previous Registrations

• 2015-03-09 → 2024-07-17
  Diversify Wealth Management Llc
  Orem, UT

Other Businesses

Kelsey Carlson Art (Not investment related) 1312 N 3350 W, Provo, UT 84601 Main business: Art print sales Position & Start Date: Operations manager, 6/12/2015 Hours/month (during business hours): 40 (1) Duties: Print, package, foil, and ship products to customers. FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Operations manager, 12/5/2011 Hours/month (during business hours): 40 (40) Duties: Responsible for HR, technology, KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Owner, 12/5/2011 Hours/month (during business hours): 1 (1) Duties: Collecting rent KTB Ventures (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Owner, 12/5/2011 Hours/month (during business hours): 1 (1) Duties: Make contributions for investments KTB Ventures LLC (Investment related: Yes); 462 E 800 N, Orem, UT 84097 Main Business: Holding company for pooled private investments. Position and Start date: Owner, 1/2020. During business hours: 0%. Passive Investor; no active duties. Family Trust (Investment related: Yes); LLC that owns interest in Falcon Park Capital, LLC> No compensation or profit; during business hours: 0%. Falcon Park Capital; Holding company for various operating entities: VP of Technology. Investment related- NO. Sandy, UT 84070. Profits/comp; 14400 dollar amount per year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-06