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Michaeljohn Kudlik

Roi Capital Management

St. George, UT

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Current Employers
Roi Capital Management

393 E Riverside Dr Bldg 1 Ste 203, St. George, UT 84790 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-11-13
  • UT RA
    APPROVED
    Since 2024-11-13

Branch Locations

393 E Riverside Dr Bldg 1 Ste 203, St. George, UT 84790 • 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
Wilson-Davis & Co. Inc. Salt Lake City UT 02/2016 04/2017
Digital Offering Llc Laguna Beach CA 02/2020 08/2021
Unemployed (Sickness) Salt Lake City UT 04/2017 02/2018
Emerson Equity Llc San Mateo CA 10/2021 06/2023
Southern Star Storage Houston TX 11/2021 Present
Equity Real Estate-Advantage Sandy UT 11/1989 Present
Financial Service Group, Llc Saint George UT 10/2018 Present
Richfield Orion International Salt Lake City UT 02/2018 12/2019
Roi Capital Management St. George UT 11/2025 Present
  • 02/2016 → 04/2017
    Wilson-Davis & Co. Inc.
    Salt Lake City, UT
  • 02/2020 → 08/2021
    Digital Offering Llc
    Laguna Beach, CA
  • 04/2017 → 02/2018
    Unemployed (Sickness)
    Salt Lake City, UT
  • 10/2021 → 06/2023
    Emerson Equity Llc
    San Mateo, CA
  • 11/2021 → Present
    Southern Star Storage
    Houston, TX
  • 11/1989 → Present
    Equity Real Estate-Advantage
    Sandy, UT
  • 10/2018 → Present
    Financial Service Group, Llc
    Saint George, UT
  • 02/2018 → 12/2019
    Richfield Orion International
    Salt Lake City, UT
  • 11/2025 → Present
    St. George, UT
Previous Registrations
Other Businesses

1 - Financial Service Group / investment related / 180 N. Main Street, Suite 1806 St. George, UT 84771 / provide consulting services to law firms, due diligence firms, family offices et al / Principal / start date October 2018 / 10-15 hours per month / 1 hour per day 2 - REAL ESTATE-ADVANTAGE, INVESTMENT RELATED-1218 EAST 7800 SOUTH STE 150, SANDY UT 84094, BUYING AND SELLING OF RESIDENTIAL PROPERTIES, SALES AGENT, BUYING AND SELLING FAMILY RESIDENTIAL PROPERTIES FOR FAMILY MEMBERS, LESS THAN 1 HOUR AND ZERO DURING SECURITIES TRADING HOURS, 11/1989 3 - ROI Capital Management / investment related / 393 E RIVERSIDE DR BLDG 1 STE 203 St. George, UT 84094 / investment advisor / principal / December 2023 / 10 hours per month / <1 hour during market hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-23
S63 Uniform Securities Agent State Law Examination 1992-05-11
  • S65 Uniform Investment Adviser Law Examination
    1999-12-23
  • S63 Uniform Securities Agent State Law Examination
    1992-05-11
Designations
Other Names
  • Michaeljohn Kudlik
  • Michael John Kudlik

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