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1329 South 800 East, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-03-30 |
Branch Locations
215 South State Street, #850, Salt Lake City, UT 84111 • United States
1329 South 800 East, Orem, UT 84097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Squire & Company, Pc | Orem | UT | 07/2018 | Present |
| Squire Wealth Advisors | Orem | UT | 01/2022 | 03/2022 |
| Pinnock, Robbins, Posey & Richins | Orem | UT | 09/1998 | 06/2018 |
| Squire Wealth Advisors | Orem | UT | 04/2022 | Present |
Squire & Company, PC Orem, Utah 84097 Public Accounting Firm Non-Investment Related July 2018 to present Partner & CPA Devotes 200 hours per month the majority of which are during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-29 |
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