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3200 Cherry Creek South Drive Suite 280, Denver, CO 80209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-21 |
Branch Locations
3200 Cherry Creek South Drive Suite 280, Denver, CO 80209 • United States
Moab, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Wealth Strategies & Associates, Llc | Denver | CO | 05/2026 | Present |
| Desert Rivers Credit Union | Moab | UT | 10/2023 | Present |
| Zions Bank | Moab | UT | 06/2018 | 09/2023 |
| Lisbon Valley Mining Co. | Monticello | UT | 10/2015 | 06/2018 |
the name of the other business; Desert Rivers Credit Union whether the business is investment-related; Yes the address of the other business; 725 N Main Street Moab Ut 84532 the nature of the other business; Banking and Lending your position; Sr. Business Banker the start date of your relationship; 10/2023 the approximate number of hours/month you devote to the other business; 160 the number of hours you devote to the other business during securities trading hours; 160 and briefly describe your duties relating to the other business; Business Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
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