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1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-12 |
| SD | RA | APPROVED | 2025-08-11 |
Branch Locations
1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
Aberdeen, SD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eide Bailly Llp | Aberdeen | SD | 01/2020 | 06/2025 |
| Primrose Retirement Communities, Llc | Aberdeen | SD | 07/2015 | 12/2019 |
| Elysium Wealth Management, Llc. | South Jordan | UT | 07/2025 | Present |
1. Schwab Audiology, Inc.; Not Investment-related; Aberdeen, SD; audiology clinic; Officer devoting 5 hours/month; 08/2015; 5 hours per month; 0 hours during securities trading hours; Bookkeeping/finance administration. 2. HSS Investment LLC; Investment-related; Aberdeen, SD; Small Investment Partnership; 1/3 Owner; 11/2017; 1 hour per month; 0 hours during securities trading hours; Bookkeeping/owner for investment partnership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
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