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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 | 2025-10-17 |
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 | 09/2025 | Present |
| Truenorth Wealth | Salt Lake City | UT | 08/2021 | 04/2022 |
| Truenorth Wealth | Salt Lake City | UT | 08/2022 | 09/2025 |
| Marwood Design | Salt Lake City | UT | 05/2022 | 08/2022 |
| Army Rotc | Provo | UT | 08/2021 | 08/2022 |
| Brigham Young University | Provo | UT | 08/2018 | 05/2019 |
| Brigham Young University | Provo | UT | 08/2021 | 04/2022 |
| Hangar 15 Bicycles | South Jordan | UT | 07/2019 | 10/2019 |
| Hangar 15 Bicycles | South Jordan | UT | 05/2020 | 08/2021 |
| The Lds Church | Merica Yucatan | 10/2019 | 03/2020 | |
| Bentonville High School | Bentonville | AR | 08/2017 | 05/2018 |
| 21C Museum Hotels | Bentonville | AR | 06/2017 | 08/2017 |
| Bentonville High School | Bentonville | AR | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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