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Michael Davis Espinosa

Truenorth Wealth

Salt Lake City, UT

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Current Employers
Truenorth Wealth

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-03-14
ID RA APPROVED 2022-03-11
  • UT RA
    APPROVED
    Since 2022-03-14
  • ID RA
    APPROVED
    Since 2022-03-11

Branch Locations

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • 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
The Vanguard Group, Inc Scottsdale AZ 09/2015 01/2020
Soltis Investment Advisors Salt Lake City UT 05/2020 09/2022
Home Renovation West Valley UT 01/2020 05/2020
Truenorth Salt Lake City UT 09/2022 Present
  • 09/2015 → 01/2020
    The Vanguard Group, Inc
    Scottsdale, AZ
  • 05/2020 → 09/2022
    Soltis Investment Advisors
    Salt Lake City, UT
  • 01/2020 → 05/2020
    Home Renovation
    West Valley, UT
  • 09/2022 → Present
    Truenorth
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-04
S63 Uniform Securities Agent State Law Examination 2015-10-22
  • S65 Uniform Investment Adviser Law Examination
    2018-05-04
  • S63 Uniform Securities Agent State Law Examination
    2015-10-22
Designations
Other Names
  • Michael Espinosa
  • Michael Davis Espinosa

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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