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1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-21 |
| WA | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED | 2025-05-28 |
| AK | RA | APPROVED | 2025-05-27 |
| CO | RA | APPROVED | 2025-05-27 |
| IL | RA | APPROVED | 2025-05-27 |
| PR | RA | APPROVED | 2025-05-27 |
| UT | RA | APPROVED | 2025-02-20 |
Branch Locations
Saratoga Springs, UT • United States
1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Granite School District | Salt Lake City | UT | 08/2014 | 08/2017 |
| Self Employed | Salt Lake City | UT | 08/2017 | 10/2019 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 10/2019 | 01/2025 |
| Alpha Wealth Funds, Llc | Park City | UT | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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