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Matthew Nielsen Walker

Interwise

Holladay, UT

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Current Employers
Interwise

3115 East Lion Lane Suite 160, Holladay, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-10-27
  • UT RA
    APPROVED
    Since 2021-10-27

Branch Locations

3115 East Lion Lane Suite 160, Holladay, UT 84121 • 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
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
  • 01/2011 → Present
    Walker Development / Abbington Senior Living
    Salt Lake City, UT
  • 01/2007 → Present
    Intercap Lending
    Salt Lake City, UT
  • 02/2009 → 05/2019
    Disability Advisors
    Salt Lake City, UT
  • 06/2013 → 07/2023
    San Diego, CA
  • 10/2021 → Present
    Valued Wealth Advisors, Llc
    Holladay, UT
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-10
  • S65 Uniform Investment Adviser Law Examination
    2013-07-10

View on SEC IAPD

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