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500 Capitol Mall 2350, Sacramento, CA 95814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-09-23 |
| UT | RA | APPROVED | 2014-09-09 |
Branch Locations
9980 South 300 West Suite 200, Sandy, UT 84070 • United States
500 Capitol Mall 2350, Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliance Investing, Inc. | Salt Lake City | UT | 07/2014 | Present |
| Ney Wealth Management, Inc. | Draper | UT | 01/2022 | Present |
Reliance Investing, Inc., is a Registered Investment Advisor located at 9980 So. 300 W, Suite 200, Sandy, Utah 84070. I am currently a Registered Investment Advisor Representative and have been with Reliance Investing, Inc., since July 2014. This will be considered a dual registration while I transition my business to Ney Wealth Management, Inc. This affiliation will be temporary until I can transition my clients to Ney Wealth Management, Inc., after which I will resign my position with Reliance Investing, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-16 |
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