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6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-27 |
| LA | RA | APPROVED | 2025-02-25 |
| AZ | RA | APPROVED | 2025-02-20 |
| DC | RA | APPROVED | 2025-02-18 |
| ME | RA | APPROVED | 2025-01-31 |
| NJ | RA | APPROVED | 2025-01-14 |
| ND | RA | APPROVED | 2024-11-19 |
| SD | RA | APPROVED | 2024-11-19 |
| NM | RA | APPROVED | 2024-11-18 |
| GA | RA | APPROVED | 2024-11-15 |
| NV | RA | APPROVED | 2024-11-15 |
| WV | RA | APPROVED | 2024-11-15 |
| AL | RA | APPROVED | 2024-11-13 |
| AK | RA | APPROVED | 2024-11-13 |
| AR | RA | APPROVED | 2024-11-13 |
| CA | RA | APPROVED | 2024-11-13 |
| CO | RA | APPROVED | 2024-11-13 |
| CT | RA | APPROVED | 2024-11-13 |
| DE | RA | APPROVED | 2024-11-13 |
| HI | RA | APPROVED | 2024-11-13 |
| ID | RA | APPROVED | 2024-11-13 |
| IL | RA | APPROVED | 2024-11-13 |
| IN | RA | APPROVED | 2024-11-13 |
| IA | RA | APPROVED | 2024-11-13 |
| KS | RA | APPROVED | 2024-11-13 |
| KY | RA | APPROVED | 2024-11-13 |
| MD | RA | APPROVED | 2024-11-13 |
| MI | RA | APPROVED | 2024-11-13 |
| MN | RA | APPROVED | 2024-11-13 |
| MS | RA | APPROVED | 2024-11-13 |
| MO | RA | APPROVED | 2024-11-13 |
| MT | RA | APPROVED | 2024-11-13 |
| NE | RA | APPROVED | 2024-11-13 |
| NH | RA | APPROVED | 2024-11-13 |
| NY | RA | APPROVED | 2024-11-13 |
| NC | RA | APPROVED | 2024-11-13 |
| OH | RA | APPROVED | 2024-11-13 |
| OK | RA | APPROVED | 2024-11-13 |
| OR | RA | APPROVED | 2024-11-13 |
| PA | RA | APPROVED | 2024-11-13 |
| RI | RA | APPROVED | 2024-11-13 |
| SC | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED | 2024-11-13 |
| UT | RA | APPROVED | 2024-11-13 |
| VT | RA | APPROVED | 2024-11-13 |
| VA | RA | APPROVED | 2024-11-13 |
| WA | RA | APPROVED | 2024-11-13 |
| WI | RA | APPROVED | 2024-11-13 |
| WY | RA | APPROVED | 2024-11-13 |
Branch Locations
Alpharetta, GA • United States
6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montag & Caldwell | Atlanta | GA | 07/2001 | 09/2024 |
| Alta Capital Management | Salt Lake City | UT | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-20 |
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