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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-14 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olympus Wealth Management | Cottonwood Heights | UT | 05/2017 | 07/2019 |
| Olympus Wealth Management | Cottonwood Heights | UT | 09/2016 | 05/2017 |
| Progressive Leasing | Draper | UT | 03/2013 | 05/2017 |
| Utah Valley University | Orem | UT | 06/2015 | 05/2017 |
| Olympus Wealth Management | Cottonwood Heights | UT | 07/2019 | 12/2023 |
| Lpl Financial Llc | Salt Lake City | UT | 06/2024 | Present |
| Olympus Wealth Management | Cottonwood Heights | UT | 01/2024 | 05/2024 |
| Zions Bank | Salt Lake City | UT | 06/2024 | Present |
1. 05/24/2024 - Zion Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-06 |
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