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Vineyard, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc. | New York | NY | 10/2024 | 01/2025 |
| Utah Valley University | Orem | UT | 08/2023 | 08/2024 |
| Action Target Inc. | Provo | UT | 07/2021 | 09/2023 |
| Enterprise Rent A Car | Midvale | UT | 08/2020 | 07/2021 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2018 | 05/2021 |
| Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 05/2016 | 05/2018 |
| Helu Capital | Draper | UT | 08/2024 | 11/2024 |
| The Professional Financial Company Llc | Orem | UT | 01/2025 | 01/2026 |
| Galleon Wealth Advisors Llc | Vineyard | UT | 07/2025 | Present |
| The Vector Account Llc | Newcastle | CA | 01/2016 | Present |
| Carry Forward Llc | Vineyard | UT | 05/2025 | 11/2025 |
Name: The Vector Account LLC Investment-related: No Nature of the other business: private real estate development company Address: 240 Grapevine Ravine Ln, Newcastle CA 95658 Position/title/duties: Partner Start date: 01/2016 Approximate number of hours/month devoted to the other business: 1 hour Number of hours you devote to the other business during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-10 |
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