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Riley Hale

Tech Wealth, LLC

Lehi, UT

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Current Employers
Tech Wealth, Llc

2701 N Thanksgiving Way #100, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-30
TX RA APPROVED_RES 2025-03-17
UT RA APPROVED 2021-02-02
  • CA RA
    APPROVED
    Since 2026-04-30
  • TX RA
    APPROVED_RES
    Since 2025-03-17
  • UT RA
    APPROVED
    Since 2021-02-02

Branch Locations

2701 N Thanksgiving Way #100, Lehi, UT 84043 • 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
Utah Valley University Orem UT 06/2015 05/2020
Amicus Financial Advisors Cedar Hills UT 12/2019 05/2020
Zions Wealth Management Salt Lake City UT 05/2019 08/2019
Canopy Tax Lehi UT 03/2018 09/2019
Byu Soccer Camp Provo UT 05/2016 08/2017
Volunteer Income Tax Assistance Orem UT 01/2018 04/2019
Money Management Resource Center Orem UT 01/2019 12/2019
Tech Wealth, Llc American Fork UT 02/2021 Present
Unemployed Alpine UT 06/2020 02/2021
  • 06/2015 → 05/2020
    Utah Valley University
    Orem, UT
  • 12/2019 → 05/2020
    Amicus Financial Advisors
    Cedar Hills, UT
  • 05/2019 → 08/2019
    Zions Wealth Management
    Salt Lake City, UT
  • 03/2018 → 09/2019
    Canopy Tax
    Lehi, UT
  • 05/2016 → 08/2017
    Byu Soccer Camp
    Provo, UT
  • 01/2018 → 04/2019
    Volunteer Income Tax Assistance
    Orem, UT
  • 01/2019 → 12/2019
    Money Management Resource Center
    Orem, UT
  • 02/2021 → Present
    Tech Wealth, Llc
    American Fork, UT
  • 06/2020 → 02/2021
    Unemployed
    Alpine, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-06
  • S65 Uniform Investment Adviser Law Examination
    2020-07-06
Designations

View on SEC IAPD

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VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

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