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1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-20 |
Branch Locations
1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truenorth Wealth | Salt Lake City | UT | 01/2025 | Present |
| Northrock Companies | Draper | UT | 01/2024 | 07/2024 |
| Brigham Young University | Provo | UT | 01/2021 | 04/2025 |
| Church Of Jesus Christ Of Latter Day Saints | Milan | 01/2019 | 12/2020 | |
| Wilkinson Painting Llc | Denver | CO | 05/2018 | 12/2018 |
| Brigham Young University | Provo | UT | 08/2017 | 04/2018 |
| Unemployed | Littleton | CO | 04/2017 | 08/2017 |
| Columbine High School | Littleton | CO | 08/2013 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
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