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Inactive

Cory Paul Carling

Capital Wealth, LLC

Lehi, UT

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Current Employers
Capital Wealth, Llc

1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-26
  • UT RA
    APPROVED
    Since 2026-08-26

Branch Locations

1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • 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
Fidelity Investments American Fork UT 07/2022 12/2024
Dbi Engineering Payson UT 08/2018 07/2022
Payson Sheet Metal Payson UT 03/2014 08/2018
Morgan Stanley Sandy UT 12/2024 Present
  • 07/2022 → 12/2024
    Fidelity Investments
    American Fork, UT
  • 08/2018 → 07/2022
    Dbi Engineering
    Payson, UT
  • 03/2014 → 08/2018
    Payson Sheet Metal
    Payson, UT
  • 12/2024 → Present
    Morgan Stanley
    Sandy, UT
Previous Registrations
  • 2024-12-17 → 2026-08-21
    Morgan Stanley
    Sandy, UT
  • 2022-12-05 → 2024-12-16
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-22
  • S66 Uniform Combined State Law Examination
    2022-11-22
Designations
Other Names
  • Cory Paul Carling
  • Cory Carling

View on SEC IAPD

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WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

More in Lehi, UT

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