Ann Lobos

Current Employers

Vitality Capital Management, Llc

10808 S River Front Parkway Suite 463, South Jordan, UT 84095 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2019-03-12

UT RA
APPROVED

Since 2019-03-12

Branch Locations

South Jordan, UT • 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

Organization	City	State	From	To
Sorensen, Vance, & Company	Salt Lake City	UT	10/2004	Present

10/2004 → Present

Sorensen, Vance, & Company

Salt Lake City, UT

Other Businesses

1. North Star Consulting & Tax; not investment related; 10337 S Otter Trail Drive, South Jordan, UT 84009. Tax Preparation, tax planning and business consulting. Owner starting in 08/2018. 25 hours/wk. bringing in new clients and performing all the services for clients. 2. Profit Wise Bookkeeping; not investment related; 10337 S. Otter Trail Drive, South Jordan, UT 84009; bookkeeping and business consulting; owner starting in December 2018; 10 hours/wk; bringing in new clients and performing all the services for clients.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-06

S65 Uniform Investment Adviser Law Examination

2018-12-06

Other Names

Ann Taylor

View on SEC IAPD