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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-17 |
Branch Locations
7489 N First St Ste 102, Fresno, CA 93720 • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veater Financial Group | Fresno | CA | 10/2014 | 11/2025 |
| Lpl Financial | Fresno | CA | 12/2014 | 11/2020 |
| Sagepoint Financial, Inc. | Fresno | CA | 11/2020 | 09/2023 |
| Osaic Wealth, Inc. | Fresno | CA | 09/2023 | 11/2025 |
| Portside Wealth Group | Provo | UT | 11/2025 | Present |
| Mckell Wealth Planning | Fresno | CA | 11/2025 | Present |
| Unemployed | Fresno | CA | 11/2025 | 11/2025 |
| Financial Advisor | Fresno | CA | 03/2024 | 11/2025 |
| Simplicity Investments | Summit | NJ | 03/2026 | Present |
1.) MCKELL WEALTH PLANNING - 11/17/25 - 7849 N First Street, Suite 102, Avenue, Fresno, CA 93720 - Financial Advisor, Sales, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
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