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4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-25 |
| AZ | RA | APPROVED | 2013-11-20 |
| UT | RA | APPROVED | 2013-08-29 |
Branch Locations
170 South Main Street, Salt Lake City, UT 84101 • United States
4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • 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 | 04/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-29 |
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