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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-17 |
| TX | RA | APPROVED_RES | 2026-06-15 |
Branch Locations
1361 N 1075 W Suite 15 , Farmington, UT 84025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Salt Lake City | UT | 05/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 05/2014 | 11/2020 |
| Mariner Wealth Advisors | Salt Lake City | UT | 11/2020 | 10/2022 |
| Tiaa | Salt Lake City | UT | 10/2022 | 09/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 10/2022 | 09/2025 |
| One Capital Management, Llc | Salt Lake City | UT | 09/2025 | 06/2026 |
| Entrada Wealth Management, Llc; | Salt Lake City | UT | 06/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2022; APX NUMBER OF HOURS PER WEEK: less than 1; APX NUMBER OF HOURS DURING TRADING HOURS: less than 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ENTRADA WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES, WEALTH MANAGEMENT, TAX PLANNING, ESTATE PLANNING SERVICES, INSURANCE SOLUTIONS; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: FOUNDER, WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: OFFERING HOLISTIC ADVISORY SERVICES, INVESTMENT MANAGEMENT SOLUTIONS, INSURANCE SERVICES AND SECURITIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-19 |
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