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Mckenna Elyse Rice

Private Advisory

Lehi, UT

Redmond, WA

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Current Employers
Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-02-27
  • UT RA
    APPROVED
    Since 2023-02-27

Branch Locations

1557 W Innovation Way Suite 500, Lehi, UT 84043 • United States

16880 Ne 79Th Street, Redmond, WA 98052 • 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
Private Advisory Group Draper UT 07/2022 Present
Momentum Loans Sandy UT 09/2020 07/2022
Ufirst (Previously University Federal Credit Union) Holladay UT 03/2014 09/2020
  • 07/2022 → Present
    Private Advisory Group
    Draper, UT
  • 09/2020 → 07/2022
    Momentum Loans
    Sandy, UT
  • 03/2014 → 09/2020
    Ufirst (Previously University Federal Credit Union)
    Holladay, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-26
  • S65 Uniform Investment Adviser Law Examination
    2023-02-26
Other Names
  • Black

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
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Owen Carl Mitchell
Julie Odle
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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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