Preston Dailey

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-11-12
TX	RA	APPROVED	2025-11-06

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Unemployed	N/A	UT	05/2025	07/2025
N/A	American Fork	UT	08/2004	07/2020
Andrew Ward	American Fork	UT	04/2021	08/2021
Preston Dailey	American Fork	UT	01/2025	05/2025
Weedman Lawncare	Bluffdale	UT	11/2024	01/2025
Church Of Jesus Christ Of Latter Day Saints	Salt Lake City	UT	10/2022	11/2024
Walmart	American Fork	UT	07/2022	10/2022
Unemployed	N/A	UT	08/2021	07/2022
Preston Dailey	American Fork	UT	07/2020	11/2022
Fidelity Investments	Salt Lake City	UT	07/2025	Present

05/2025 → 07/2025

Unemployed

N/A, UT
08/2004 → 07/2020

N/A

American Fork, UT
04/2021 → 08/2021

Andrew Ward

American Fork, UT
01/2025 → 05/2025

Preston Dailey

American Fork, UT
11/2024 → 01/2025

Weedman Lawncare

Bluffdale, UT
10/2022 → 11/2024

Church Of Jesus Christ Of Latter Day Saints

Salt Lake City, UT
07/2022 → 10/2022

Walmart

American Fork, UT
08/2021 → 07/2022

Unemployed

N/A, UT
07/2020 → 11/2022

Preston Dailey

American Fork, UT
07/2025 → Present

Fidelity Investments

Salt Lake City, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-31