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1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-31 |
| PR | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2023-04-30 |
| UT | RA | APPROVED | 2021-10-07 |
Branch Locations
1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Salt Lake City | UT | 11/2015 | 10/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2021 |
| Alpha Wealth Funds | Park City | UT | 10/2021 | Present |
OAA#: 56299 | Org Name: Bober Properties | Org Addr: 1156 Dentwood Dr, Brigham City, UT, 84302 US | Nature of Bus: Rental Properties | Invst Rel: N | Title: Owner | Duties: Buy and maintain properties and collect rent from tenants | Start Dt: 09/01/2018 | Total Hrs p/m: 10 | Sec Trdng Hrs p/m: 0 OAA#: 61481 | Org Name: Kyani | Org Addr: 1156 Dentwood Dr, Brigham City, UT, 84302 US | Nature of Bus: Sales | Invst Rel: N | Title: Distributor | Duties: Discuss Products with potential customers | Start Dt: 07/26/2019 | Total Hrs p/m: 1 | Sec Trdng Hrs p/m: 0 Org Name: Lon & Bev Thomas Family LP | Nature of Bus: Family-owned LP | Invst Rel: N | Title: Limited Partner | Duties: Passive Partnership | Start Dt: 08/2004 | Total Hrs p/m: 1 | Sec Trdng Hrs p/m: 0 Org Name: Boberian Solar, LLC | Nature of Bus: Passive personal investment LLC | Invst Rel: Y | Title: Owner | Duties: Personal investment only | Start Dt: 12/2025 | Total Hrs p/m: 0 | Sec Trdng Hrs p/m: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-04 |
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