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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-28 |
| OH | RA | APPROVED | 2025-08-05 |
Branch Locations
36 S State St Suite 1125, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| V Wealth Advisors Llc | Ottawa | KS | 07/2021 | 12/2023 |
| Ottawa Univeristy | Ottawa | KS | 08/2019 | 12/2021 |
| Phillips 66 | Ottawa | KS | 01/2020 | 05/2021 |
| Chipotle | Lancaster | OH | 06/2016 | 07/2020 |
| Tiffin University | Tiffin | OH | 08/2018 | 05/2019 |
| Jimmy Johns | Tiffin | OH | 01/2019 | 05/2019 |
| Logan High School | Logan | OH | 07/2011 | 05/2018 |
| Wcg Wealth Advisors, Llc | Ottawa | KS | 07/2023 | 07/2025 |
| Corient | Salt Lake City | UT | 07/2025 | Present |
| Corient Services Llc | Miami | FL | 07/2025 | Present |
Name of Business: Referee Investment-related: No Address: Columbus, OH Nature of Business: Recreational sports Position: Referee Start date: 1/1/2025 Hours/Month: 8 Hours/Month During Security Trading Hours: 0 Duties: Referee soccer matches and volleyball games
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-14 |
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