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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-02 |
| UT | RA | APPROVED | 2015-02-20 |
Branch Locations
15 S. River Road Suite 130, St. George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Real Estate Enterprises | St. George | UT | 02/2012 | Present |
| Charles Schwab & Co., Inc. | St. George | UT | 02/2015 | Present |
| Bullfrog Spas Of Missoula | Missoula | MT | 03/2016 | Present |
| Dwoodbury Enterprises | Washington | UT | 03/2015 | Present |
1) Woodbury Real Estate Enterprises|Investment Related:No|795 E Desert Bloom Ct;Washington;UT;84780;USA|Real Estate (Non-Agent/Broker)|Owner|2010-09-22|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Own and operate 2 rental properties. 2) Bullfrog Spas of Missoula|Investment Related:No|3535 W Broadway St #1;Missoula;MT;59808;USA|Retail Sales of Spas|Partner|2016-03-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|My brother- in-law will co-own and operate the business. I will own 25% of the business. My roll will be to contribute part of the initial funding to buy the business and to consult on marketing and other big picture items. I would anticipate 1-2 hours per week maximum. 3) BenDust Properties|Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|2021-11-24|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Passive holding company to hold rental properties 4) Pack It Ship It, LLC|Investment Related:No|875 W Red Cliffs Ste 9;Washington;UT;84790;United States|Retail|Partner|2024-08-16|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|General strategy decisions. 5) DWoodbury Enterprises LLC|Investment Related:No|Financial Services|Owner|2015-02-15|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:6.5|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-28 |
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