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3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| UT | RA | APPROVED | 2026-04-14 |
Branch Locations
St. Augustine, FL • United States
3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andina Capital Management | Salt Lake City | UT | 09/2013 | 04/2026 |
| Tanara Wealth Management, Llc | Lehi | UT | 04/2026 | Present |
1. Owner/Manager and Consultant; JETA Family, LLC, Investment-related; Located in St. Augustine, FL; Holding company for other investment vehicles. Entity and Mr. Belliston provides consulting services to multiple private funds. Approximately 10 hours per month, during securities trading hours. 2. Consultant; Andina Capital Partners, LLC; Investment-related; Located in Lehi, UT; Entity and Mr. Belliston provides consulting services to multiple private funds. Approximately 1 hours per month, during securities trading hours. 3. Consultant; Tanara Capital Partners, LLC; Investment-related; Located in Lehi, UT; Entity and Mr. Belliston provides consulting services to multiple private funds. Approximately 20 hours per month, during securities trading hours. 4. Owner; Caicos Family Offices, LLC; Located in St. Augustine, FL; Entity formed to oversee Mr. Belliston's personal accounting. Approximately 10 hours per month, during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-04 |
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