Margaret Melissa Saez

Current Employers

Physician Wealth Advisors, Inc.

6820 South 900 East Suite 200, Salt Lake City, UT 84047 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2014-06-20

UT RA
APPROVED

Since 2014-06-20

Branch Locations

6820 South 900 East Suite 200, Salt Lake City, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Physician Wealth Advisors, Inc. (Fka Uma Financial Services)	Salt Lake City	UT	01/2002	Present

01/2002 → Present

Physician Wealth Advisors, Inc. (Fka Uma Financial Services)

Salt Lake City, UT

Other Businesses

SAEZ & SAEZ, INC. A CONSTRUCTION BUSINESS WHICH I OWN WITH MY HUSBAND. NOT INVESTMENT RELATED. ADDRESS: 7276 South 1975 West, WEST JORDAN, UT 84084. I DO NOT DEVOTE ANY SECURITY TRADING HOURS TO THIS BUSINESS. I HAVE BEEN INVOLVED WITH THE BUSINESS SINCE JANUARY 2012. MY DUTIES ARE ADMINISTRATIVE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-06-19

S65 Uniform Investment Adviser Law Examination

2014-06-19

View on SEC IAPD

Current Employers

Physician Wealth Advisors, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews