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Antonio Luis Montes De Oca

Wealth Enhancement Advisory Services, LLC

Farmington, UT

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-07-01
  • UT RA
    APPROVED
    Since 2024-07-01

Branch Locations

630 N Main St, Farmington, UT 84025 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rh Advisors, Llc Farmington UT 01/2023 06/2024
Utah State University Logan UT 08/2022 12/2022
Charles Schwab Westlake TX 06/2022 07/2022
Doordash Logan UT 08/2021 05/2022
Holladay Bank & Trust Holladay UT 02/2021 07/2021
Granite School District Kearns UT 08/2020 01/2021
Harland Clarke West Valley City UT 05/2020 08/2020
Dynata Logan UT 09/2019 03/2020
N/A N/A UT 08/2018 09/2019
Kearns Oquirrh Park Fitness Center Kearns UT 06/2018 08/2018
Granite School District Kearns UT 08/2017 06/2018
Rocky Mountain Raceway West Valley City UT 05/2017 08/2017
Granite School District Kearns UT 01/2013 05/2017
Wealth Enhancement Group Farmington UT 07/2024 Present
Wealth Enhancement Advisory Services Farmington UT 07/2024 Present
  • 01/2023 → 06/2024
    Rh Advisors, Llc
    Farmington, UT
  • 08/2022 → 12/2022
    Utah State University
    Logan, UT
  • 06/2022 → 07/2022
    Charles Schwab
    Westlake, TX
  • 08/2021 → 05/2022
    Doordash
    Logan, UT
  • 02/2021 → 07/2021
    Holladay Bank & Trust
    Holladay, UT
  • 08/2020 → 01/2021
    Granite School District
    Kearns, UT
  • 05/2020 → 08/2020
    Harland Clarke
    West Valley City, UT
  • 09/2019 → 03/2020
    Dynata
    Logan, UT
  • 08/2018 → 09/2019
    N/A
    N/A, UT
  • 06/2018 → 08/2018
    Kearns Oquirrh Park Fitness Center
    Kearns, UT
  • 08/2017 → 06/2018
    Granite School District
    Kearns, UT
  • 05/2017 → 08/2017
    Rocky Mountain Raceway
    West Valley City, UT
  • 01/2013 → 05/2017
    Granite School District
    Kearns, UT
  • 07/2024 → Present
    Wealth Enhancement Group
    Farmington, UT
  • 07/2024 → Present
    Wealth Enhancement Advisory Services
    Farmington, UT
Previous Registrations
  • 2023-01-30 → 2024-07-03
    Rock House Financial
    Farmington, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-29
  • S65 Uniform Investment Adviser Law Examination
    2023-01-29
Other Names
  • Antonio Luis Montesdeoca
  • Antonio Luis Montes De Oca

View on SEC IAPD

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WHITMAN/PETERSON, LLC · WESTLAKE VILLAGE, CA
ONE CAPITAL MANAGEMENT, LLC · WESTLAKE VILLAGE, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · WESTLAKE VILLAGE, CA
WELLS FARGO CLEARING SERVICES, LLC · WESTLAKE VILLAGE, CA
WELLS FARGO CLEARING SERVICES, LLC · WESTLAKE VILLAGE, CA
WELLS FARGO CLEARING SERVICES, LLC · WESTLAKE VILLAGE, CA
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