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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| UT | RA | APPROVED | 2026-01-09 |
| CA | RA | APPROVED | 2026-01-08 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | North Salt Lake | UT | 09/2014 | 06/2017 |
| Transamerica Investors Securities Corporation | North Slat Lake | UT | 09/2014 | 06/2017 |
| Auric Solar | West Valley City | UT | 06/2017 | 12/2017 |
| Unemployed/Looking For Work | Bountiful | UT | 01/2018 | 03/2018 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 03/2018 | 01/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| Pogson & Matt Wealth Management Group, Llc | Bountiful | UT | 01/2019 | 03/2020 |
| 3D Asset Management, Inc. | Hartford | CT | 03/2020 | 12/2020 |
| 3D/L Capital Management, Llc | Bountiful | UT | 12/2020 | Present |
| Freedom Investment Management, Inc. | Bountiful | UT | 11/2023 | Present |
| Golden State Asset Management | Bountiful | UT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-07 |
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