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4725 S Holladay Blvd Suite 130, Holladay, UT 84117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-04 |
| UT | RA | APPROVED | 2024-08-28 |
Branch Locations
4725 S Holladay Blvd Suite 130, Holladay, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athos Private Wealth | Holladay | UT | 01/2024 | Present |
| Athos Private Wealth | Holladay | UT | 06/2023 | 12/2023 |
| Ethos Investment Management | Salt Lake City | UT | 05/2023 | 08/2023 |
| Aptive Environmental | Provo | UT | 11/2021 | 08/2022 |
| Full-Time Student | Provo | UT | 08/2021 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints | Bellevue | WA | 04/2020 | 07/2021 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salvador | 07/2019 | 03/2020 | |
| Primary School Student | Frisco | TX | 08/2006 | 06/2019 |
| Frisco Soccer Association | Frisco | TX | 03/2015 | 10/2016 |
| Self-Employed Tutor | Frisco | TX | 08/2016 | 06/2019 |
| Market Street Grocery | Frisco | TX | 05/2018 | 12/2018 |
Name of the other business: Silva Sisters Cleaning Pros LLC Whether the business is investment-related: No The address of the other business: 742 E 620 S American Fork, UT 84003 Nature of the other business: Residential Professional Cleaning Services Position: Minority owner Title, or relationship with the other business: Minority owner in a cleaning business run by my wife and sister-in-law. I advise on strategy, and help maintain accounting & compliance. Start date of your relationship: June 5th. 2023 The approximate number of hours/month you devote to the other business: 5-10 hours The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I maintain a mostly advisory role for the business strategy, and am occasionally directly involved in accounting, financial forecasting, and planning for the firm. I have a 10% equity stake in the entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-23 |
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