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Account
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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
| UT | RA | APPROVED | 2026-05-04 |
Branch Locations
489 W. South Jordan Parkway Suite 210, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Cpas, Llc | Salt Lake City | UT | 02/2025 | 04/2026 |
| Mark My Words, Llc | Cottonwood Heights | UT | 07/2022 | Present |
| Powder Trout Adventure Company, Llc Dba All Seasons Adventures | Park City | UT | 12/2021 | Present |
| Wealth Management Cpas, Llc | Salt Lake City | UT | 07/2022 | 02/2025 |
| Pearson Butler, Pllc | South Jordan | UT | 12/2017 | 07/2022 |
| Appleone Employment Services | Midvale | UT | 10/2017 | 12/2017 |
| Canyons School District | Sandy | UT | 08/2011 | 09/2017 |
| Da Davidson | South Jordan | UT | 05/2026 | Present |
(1) Mark My Words, LLC; No; Cottonwood Heights, UT; Paralegal document prep for attorneys; Owner; 07/2022; 5/HRS MO; 0/ HRS MO. (2) Powder Trout Adventure Company, LLC dba All Seasons Adventures; No; Park City, UT; Outdoor Activity Guide Services; Outdoor Guide; 12/2021; 20/ HRS MO; 0/ HRS MO. (3) MELODY REAM; INVESTMENT RELATED; COTTONWOOD HEIGHTS, UT; SOLE PROPRIETOR; NOTARY PUBLIC; START 12/17/2022; 0 HR/MO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
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