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3115 East Lion Lane Suite 160, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-10-27 |
Branch Locations
3115 East Lion Lane Suite 160, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walker Development / Abbington Senior Living | Salt Lake City | UT | 01/2011 | Present |
| Intercap Lending | Salt Lake City | UT | 01/2007 | Present |
| Disability Advisors | Salt Lake City | UT | 02/2009 | 05/2019 |
| Independent Financial Group, Llc | San Diego | CA | 06/2013 | 07/2023 |
| Valued Wealth Advisors, Llc | Holladay | UT | 10/2021 | Present |
(1) 100% OWNER OF "INSPECTUS, INC" SINCE APRIL 2006 PROVIDING PROPERTY INSPECTIONS ON A LIMITED BASIS. APPROX 1% TIME SPENT ON ACTIVITY. NON-INVESTMENT RELATED. BUSINESS CONDUCTED AT 2518 HILLSIDE CIRCLE, SALT LAKE CITY, UT 84109. (2) REGISTERED INVESTMENT ADVISOR PROVIDING REFERRALS TO "VALUED WEALTH ADVISORS" SINCE JUNE 2013. APPROX 5% TIME SPENT ON ACTIVITY. INVESTMENT RELATED. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) 17% OWNER OF "WW MANAGEMENT" FINDING POTENTIAL PROJECTS, OWNING AND ACQUIRING NEW AND EXISTING ASSISTED LIVING FACILITIES SINCE FEB. 2010. NON-INVESTMENT RELATED. APPROX. 5% TIME SPENT ON ACTIVITY. BUSINESS CONDUCTED AT 5200 SOUTH HIGHLAND DR., SUITE 300, SALT LAKE CITY, UT 84117. (4) 20% OWNER OF "WALKER DEVELOPMENT GROUP" FINDING POTENTIAL PROJECTS, OWNING AND ACQUIRING NEW AND EXISTING ASSISTED LIVING FACILITIES SINCE FEB. 2009. NON-INVESTMENT RELATED. APPROX. 5% TIME SPENT ON ACTIVITY. BUSINESS CONDUCTED AT 5200 SOUTH HIGHLAND DR., SUITE 300, SALT LAKE CITY, UT 84117. (5) PART OWNER/OFFICER "ABBINGTON SENIOR LIVING CORPORATION" DEVELOPING ASSISTED LIVING PROJECTS SINCE 12/2014. 50% TIME SPENT. BUSINESS CONDUCTED AT 5200 HIGHLAND DRIVE, STE 300, SALT LAKE CITY, UT 84117. (6) MORTGAGE LOAN OFFICER FOR "INTERCAP LENDING" SINCE 2017. NON-INVESTMENT RELATED. 40% TIME SPENT. BUSINESS CONDUCTED IN COTTONWOOD HEIGHTS, UT 84121.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-10 |
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