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Current Employers
Pl Wealth Advisors, Llc

650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-24
UT RA APPROVED 2021-06-07
  • TX RA
    APPROVED
    Since 2025-04-24
  • UT RA
    APPROVED
    Since 2021-06-07

Branch Locations

River Heights, UT • United States

650 South 500 West Suite 128, Salt Lake City, UT 84101 • 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
OrganizationCityStateFromTo
Henderson Financial River Heights UT 01/2010 Present
Partners For Prosperity, Inc. Mt. Enterprise TX 09/2010 02/2021
Pl Wealth Advisors, Llc Salt Lake City UT 06/2021 Present
  • 01/2010 → Present
    Henderson Financial
    River Heights, UT
  • 09/2010 → 02/2021
    Partners For Prosperity, Inc.
    Mt. Enterprise, TX
  • 06/2021 → Present
    Salt Lake City, UT
Previous Registrations
  • 2011-02-14 → 2021-02-11
    Prosperity Economics Partners, Llc
    River Heights, UT
    Chicago, IL
Other Businesses

JATH PROPERTIES, LLC, NO, MAR 2002, LOGAN, UT, PARTNER, RENTAL PROPERTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-11
  • S65 Uniform Investment Adviser Law Examination
    2011-02-11

View on SEC IAPD

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