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823 Se Osceola St, Stuart, FL 34994 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-03-20 |
| UT | RA | APPROVED | 2020-01-03 |
Branch Locations
823 Se Osceola St, Stuart, FL 34994 • United States
6300 N. Sagewood Drive, Suite H-396, Park City, UT 84098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Victrix Investment Advisors | Park | UT | 01/2020 | Present |
| Money Concepts | Palm Beach Gardens | FL | 04/2015 | 12/2019 |
1.450 YARDS, LLC, 2025 CANYONS RESORT DRIVE, SUITE D5, PARK CITY, UT 84098, SINCE 06/2006, NON INVESTMENT RELATED, MEMBER, PROPERTY RENTAL, 10 HRS. MO NON-SECURITIES TRADING. 2. Actor; Acting; Investment Related: Yes; Location: 6300 N. Sagewood Drive, Suite H-396, Park City, UT 84098; Description of the business: Kevin acts professionally time to time for stage and/or screen productions.; Start date with business: 2021-01-01; Start date with business: 2021-01-01; Percentage of total yearly compensation expected to be derived from the business: 3; 3. Radio show host; Hosts "Mountain Money" radio show on KPCW; Investment related; Location: 460 Swede Alley, Suite 200 Park City UT 84060; Start date with business: 2024-11-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 7. 4. Park West Bees LLC; Owner; Not Investment related; 3911 Last Run Drive Park City UT 84098; Bee rental for pollination and Bee hive placement & maintenance; 2025-03-03; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 32; Percentage of total yearly compensation expected to be derived from the business: 6.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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