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2940 W Maple Loop Drive Suite 303, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-25 |
| UT | RA | APPROVED | 2021-02-10 |
Branch Locations
2940 W Maple Loop Drive Suite 303, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trajan Wealth, Llc | Scottsdale | AZ | 09/2020 | 02/2021 |
| Preferred Associates, Inc. | Saratoga Springs | UT | 10/2010 | 09/2020 |
| Premier Choice Wealth Advisors, Llc | South Jordan | UT | 02/2021 | Present |
| Pba Ventures Llc | South Jordan | UT | 06/2016 | Present |
| Cta Ventures Llc | South Jordan | UT | 05/2007 | Present |
| Trusted Advisors Realty, Llc | South Jordan | UT | 02/2018 | 07/2022 |
| Trusted Advisors Realty, Llc | South Jordan | UT | 02/2018 | 08/2021 |
| Premier Legacy Realty Llc | Saratoga Springs | UT | 08/2022 | Present |
| Tsa Ventures Llc | Saratoga Springs | UT | 09/2022 | Present |
| New Partners Llc | Saratoga Springs | UT | 07/2022 | Present |
| Pioneer Corner Llc | Saratoga Springsq | UT | 04/2022 | Present |
| Poor Ventures Llc | Saratoga Springs | UT | 02/2022 | Present |
1) CTA VENTURES LLC; INV REL; RENTAL PROPERTIES; LICENSED REAL ESTATE BROKER AND GENERAL CONTRACTOR; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; HOLD RESIDENTIAL REAL ESTATE AS RENTAL PROPERTIES IN WISCONSIN. 2) PBA VENTURES LLC; INV REL; RENTAL PROPERTIES; LICENSED REAL ESTATE BROKER AND GENERAL CONTRACTOR; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; HOLD RESIDENTIAL REAL ESTATE AS RENTAL PROPERTIES IN WISCONSIN. 3) PREMIER LEGACY REALTY LLC; INV REL; REAL ESTATE BROKER-PROPERTY MANGAGEMENT; APPROX 1% OF TIME. 4) TSA VENTURES LLC; INV REL; PERSONAL REAL ESTATE HOLDING COMPANIES; OWNER/MANAGING MEMBER; APPROX 1% OF TIME SPENT IN EACH OF THESE BUSINESSES. 5) INSURANCE SALES; INVESTMENT-RELATED; DRAPER, UT; INSURANCE AGENT; APPROXIMATELY 40 HOURS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 6) Drossart Legacy Realty LLC, Talus Ridge Partners LLC, UP to Something LLC, and UT Partners LLC; Investment related: Yes; Position: Managing Member; Location: 9589 North Bluebell Drive Eagle Mountain UT 84005; Description: All of these new LLC's are entities I use to buy, sell, and manage real estate purchases for my own investment properties.; Start Date: 2026-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
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