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3115 East Lion Lane Suite 160, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-22 |
Branch Locations
3115 East Lion Lane Suite 160, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valued Wealth Advisors Dba Interwise | Holladay | UT | 03/2022 | Present |
| Canyons School District, Quail Hollow Elementary | Sandy | UT | 09/2021 | 03/2022 |
| N/A | N/A | UT | 06/2017 | 09/2021 |
| Canyons School District, Quail Hollow Elementary | Sandy | UT | 09/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
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