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Mckenna Paige Sheldon

Private Advisory

Lehi, UT

Redmond, WA

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Current Employers
Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-07-29
  • UT RA
    APPROVED
    Since 2021-07-29

Branch Locations

1557 W Innovation Way Suite 500, Lehi, UT 84043 • United States

16880 Ne 79Th Street, Redmond, WA 98052 • 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
Mountain America Credit Union So. Ogden UT 04/2016 07/2021
Lpl Financial, Llc So. Ogden UT 02/2019 06/2021
Private Advisory Group Llc Draper UT 06/2021 Present
  • 04/2016 → 07/2021
    Mountain America Credit Union
    So. Ogden, UT
  • 02/2019 → 06/2021
    Lpl Financial, Llc
    So. Ogden, UT
  • 06/2021 → Present
    Private Advisory Group Llc
    Draper, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-20
  • S66 Uniform Combined State Law Examination
    2019-12-20
Designations
Other Names
  • Mckenna Paige Parker

View on SEC IAPD

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