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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-27 |
| UT | RA | APPROVED | 2023-03-27 |
Branch Locations
10813 S Riverfront Parkway, Suite 100, South Jordan, UT 84095 • United States
109 E. Escalones, San Clemente, CA 92672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dmba | Salt Lake City | UT | 08/2014 | 08/2018 |
| Foresight Wealth Management | Draper | UT | 09/2018 | 09/2021 |
| Cwm, Llc | Omaha | NE | 08/2022 | 09/2022 |
| Carson Group Investing, Llc | Omaha | NE | 08/2022 | 10/2022 |
| Carson Wealth | Omaha | NE | 03/2022 | 03/2023 |
| Ignite Planners Llc | South Jordan | UT | 03/2023 | Present |
| Olympus Wealth Management | Salt Lake City | UT | 10/2021 | 03/2022 |
| Atlas Investment Management | South Jordan | UT | 09/2022 | 03/2023 |
| Prestige Wealthwide, Llc | Lehi | UT | 08/2024 | Present |
| Deseret Mutual Benefit Administrators | Salt Lake | UT | 08/2013 | 09/2018 |
1.) Prestige Wealthwide; Investment Related; 525 W Sunrise Way, Lehi, UT 84043; RIA; Portfolio Manager; August 15th, 2024; 40 hours per month; 40 hours per month during securities trading hours; Portfolio Analyst & Client Service Support. 2.) Ignite Planners LLC ; Investment Related: South Jordan, UT; Chief Investment Officer; March 2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-21 |
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