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Current Employers
Mountain Goat Wealth Management Llc

Murray, UT • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-02-11
TX RA APPROVED 2025-11-21
UT RA APPROVED 2025-09-04
  • WY RA
    APPROVED
    Since 2026-02-11
  • TX RA
    APPROVED
    Since 2025-11-21
  • UT RA
    APPROVED
    Since 2025-09-04

Branch Locations

Conroe, TX • United States

Murray, UT • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mountain Goat Wealth Management Llc Salt Lake City UT 09/2025 Present
Guardian Plug & Abandonment Conroe TX 07/2023 Present
Environmental Resources Management Houston TX 05/2019 06/2023
Full-Time Student Provo UT 06/2014 05/2019
  • 09/2025 → Present
    Salt Lake City, UT
  • 07/2023 → Present
    Guardian Plug & Abandonment
    Conroe, TX
  • 05/2019 → 06/2023
    Environmental Resources Management
    Houston, TX
  • 06/2014 → 05/2019
    Full-Time Student
    Provo, UT
Other Businesses

GUARDIAN PLUG & ABANDONMENT; NOT INV REL; CONROE, TX; OIL AND GAS CO.; GENERAL MANAGER; START 07/2023; APPROX 160 HRS/MO; 0 HRS DURING SEC TRADING; ENVIRONMENTAL CONSULTING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-16
  • S65 Uniform Investment Adviser Law Examination
    2025-08-16

View on SEC IAPD

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