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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-07-29 |
| WY | RA | APPROVED | 2026-07-29 |
| UT | RA | APPROVED | 2026-07-28 |
| WA | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
40 W. Main St Court Suite 250E, Alpine, UT 84004 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Guardian Wealth Management, Llc | Alpine | UT | 07/2012 | 10/2017 |
| Capital Guardian, Llc | Alpine | UT | 11/2012 | 06/2017 |
| Diamond Wealth Management, Llc | Alpine | UT | 11/2017 | 07/2026 |
| Odyssey Aviation Llc | Medley | FL | 11/2017 | 12/2020 |
| Northern Peaks Soccer Club Llc | Cedar Hills | UT | 07/2018 | Present |
| Fortius Wealth Management | Salt Lake City | UT | 12/2021 | Present |
| Blueprint Financial Advisors | Charlotte | NC | 07/2026 | Present |
1) Northern Peaks Soccer Club LLC; Not Investment-Related; Cedar Hills, UT; Owner/Manager; 07/2018; Approximately 1 hour is spent in this capacity during non-trading hours. 2) Fortius Wealth Management LLC; Not Investment-Related; Cedar Hills, UT; Owner; 12/2021; Approximately 1 hour is spent in this capacity during non-trading hours. Administrative functions only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-18 |
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