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Current Employers
Provident Living Financial Services

3450 N Triumph Blvd. Suite 102, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-04
  • UT RA
    APPROVED
    Since 2026-03-04

Branch Locations

3450 N Triumph Blvd. Suite 102, Lehi, UT 84043 • 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
Provident Living Financial Services, Inc. Lehi UT 04/2010 Present
Provident Living Financial Services, Inc. Lehi UT 02/2026 Present
Welfie, Llc Saratoga Springs UT 01/2022 Present
  • 04/2010 → Present
    Provident Living Financial Services, Inc.
    Lehi, UT
  • 02/2026 → Present
    Provident Living Financial Services, Inc.
    Lehi, UT
  • 01/2022 → Present
    Welfie, Llc
    Saratoga Springs, UT
Other Businesses

WELFIE, LLC; NOT INV REL; SARATOGA SPRINGS, UT; LICENSES TECH PLATFORMS; PRESIDENT; 01/2022; LESS THAN 5% OF TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-19
  • S65 Uniform Investment Adviser Law Examination
    2025-03-19

View on SEC IAPD

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