Curtis Kolby Udall

Employer firm

West Ridge Advisors CRD 282718

$396M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  West Ridge Advisors
  Henderson, NV
• 01/2017 → Present
  Udall Cpa Group Pllc
  Henderson, NV
• 01/2016 → 12/2016
  Pricewaterhouse Coopers
  Los Angeles, CA

Other Businesses

1. Udall CPA Group PLLC, not investment related, 1528 W Warm Springs Rd. Ste 120, Henderson NV 89014, Tax and Accounting Firm, Tax Manager from 2017, Full time employment during trading hours. 2. UCG TRC LLC, Managing Member, not investment related, 1528 W Warm Springs Rd. Ste 120, Henderson NV 89014, real estate investment company. 3. Highriver Mountain Investments LLC, Managing Member, not investment related, 876 High Mountain Street, Henderson, NV 89015, real estate investment company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-19