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1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-08 |
| NC | RA | APPROVED | 2026-06-05 |
Branch Locations
1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Wealth Funds, Llc | Park City | UT | 06/2026 | Present |
| Mountain America Credit Union | Salt Lake City | UT | 05/2021 | 12/2021 |
| Chrysalis | Cedar City | UT | 05/2019 | 05/2021 |
| Southern Utah University | Cedar City | UT | 07/2018 | 05/2019 |
| Robs Painting | Draper | UT | 05/2018 | 07/2018 |
| Chrysalis | Cedar City | UT | 10/2017 | 05/2018 |
| Southern Utah University | Cedar City | UT | 07/2017 | 10/2017 |
| Church Of Jesus Christ Of Latter Day Saints | Kobe | 07/2015 | 07/2017 | |
| Lpl Financial Llc | Salt Lake City | UT | 12/2021 | 11/2025 |
| Oneseven D/B/A Rosehaven Family Office | Beachwood | OH | 11/2025 | 05/2026 |
| Lpl Financial Llc | Salt Lake City | UT | 09/2022 | 11/2025 |
Eazy Wealth LLC Not investment related Address - 3878 W 2800 N Lehi, UT 84048 Income/Expenses Entity Owner Start Date - Oct 23, 2025 Numbers of hours/month- 0 Number of hours/month during market hours - 0 Description of duties - I move money in and out when needed. Independent Insurance Agent Investment related Address - 3878 W 2800 N Lehi, UT 84048 Insurance Sales, Fixed, Life, Health Agent Start Date - 11-07-2022 Numbers of hours/month - 5 Number of hours/month during market hours - 5 Description of duties - review insurance options with clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
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