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1528 W. Warm Springs Rd #120, Henderson, NV 89014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-08 |
Branch Locations
1528 W. Warm Springs Rd #120, Henderson, NV 89014 • United States
1425 S. Higley Rd, Suite 106, Gilbert, AZ 85296 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Ridge Advisors | Gilbert | AZ | 06/2025 | Present |
| Udall Cpa Group, Pllc | Gilbert | AZ | 07/2019 | Present |
| Pwc | Los Angeles | CA | 01/2019 | 07/2019 |
| Udall Cpa Group, Pllc | Midvale | UT | 01/2018 | 01/2019 |
| Brigham Young University | Provo | UT | 10/2013 | 01/2018 |
1.) Udall CPA Group, PLLC, non-investment related, Gilbert AZ, tax and accounting firm, Director, started 07/2019, 180 hours per month with 160 hours during trading hours, review tax returns, manage various staff, tax planning, meeting with clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
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