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Tamra Lee Williams

Wealth Management Cpas, LLC

Salt Lake City, UT

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Current Employers
Wealth Management Cpas, Llc

7084 South 2300 East, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-05-18
  • UT RA
    APPROVED
    Since 2022-05-18

Branch Locations

7084 South 2300 East, Salt Lake City, 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
Wealth Management Cpas, Llc Salt Lake City UT 05/2022 Present
Wealth Management Cpas, Llc Salt Lake City UT 09/2018 Present
Rocky Mountain Financial Designs Aurora CO 07/2013 08/2018
Auto Right Sales Aurora CO 06/2006 08/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-27
  • S65 Uniform Investment Adviser Law Examination
    2022-04-27
Other Names
  • Tamra Lee Overy

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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