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Brock Kelson Alvord

Tanara Wealth Management LLC

Lehi, UT

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Current Employers
Tanara Wealth Management Llc

3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-09
  • UT RA
    APPROVED
    Since 2026-04-09

Branch Locations

3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • 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
Coign Capital Advisors Llc Draper UT 02/2020 12/2023
Brigham Young University Provo UT 10/2018 02/2020
Church Of Jesus Christ Of Latter Day Saints Salt Lake City UT 09/2016 08/2018
Utah Valley University Orem UT 08/2018 08/2021
Farther Finance Advisors Pleasant Grove UT 12/2023 03/2026
Tanara Wealth Management, Llc Lehi UT 04/2026 Present
  • 02/2020 → 12/2023
    Coign Capital Advisors Llc
    Draper, UT
  • 10/2018 → 02/2020
    Brigham Young University
    Provo, UT
  • 09/2016 → 08/2018
    Church Of Jesus Christ Of Latter Day Saints
    Salt Lake City, UT
  • 08/2018 → 08/2021
    Utah Valley University
    Orem, UT
  • 12/2023 → 03/2026
    Farther Finance Advisors
    Pleasant Grove, UT
  • 04/2026 → Present
    Tanara Wealth Management, Llc
    Lehi, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-12
  • S65 Uniform Investment Adviser Law Examination
    2022-09-12
Designations
Other Names
  • Brock Alvord

View on SEC IAPD

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