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912 W. 1600 S. St. B201, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
| UT | RA | APPROVED | 2025-02-25 |
Branch Locations
912 W. 1600 S. St. B201, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Statera Wealth Management | St. George | UT | 02/2025 | Present |
| Trek Financial | St. George | UT | 03/2016 | Present |
| World Equity Group | St. George | UT | 03/2016 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2019 | 06/2020 |
| Statera Financial Llc | St. George | UT | 10/2024 | Present |
1. Statera Financial LLC. Investment Related. St George, UT. Owner/Insurance Agent. Start 10/2024. Selling insurance products. 15/hours month 2. HC Holdings. Not Investment Related. St George, UT. Rental Property. Owner. Start 1/2018. 1 hour per month during trading. Partner. 3. FSC Properties, LLC. Not Investment Related. St. George, UT. Real Estate. Owner. Start 12/2013. 1 hour per month, not during trading. Own rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-30 |
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