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4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-06-24 |
| UT | RA | APPROVED | 2011-11-30 |
| AZ | RA | APPROVED | 2000-12-05 |
Branch Locations
170 South Main, Suite 825, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stoker Ostler Wealth Advisors, Inc. | Salt Lake City | UT | 08/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-16 |
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