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5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-01 |
Branch Locations
5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 03/1989 | 09/2022 |
| Bank Of America, N.A. | Salt Lake City | UT | 09/2015 | 09/2022 |
| Axxcess Wealth Management, Llc | Lehi | UT | 09/2022 | Present |
| Maddix Holdings Llc | Lehi | UT | 02/2023 | Present |
(1) I*71920; CANCIERGE FOUNDATION/COMMUNITY FOUNDATION OF UTAH; INVESTMENT RELATED: N; SALT LAKE CITY, UTAH 84101; CHARITABLE ORGANIZATION, NON-PROFIT ORGANIZATION; ADVISORY BOARD MEMBER; 5/6/2014; 12 HOUR(S) MONTHLY; 0 HOUR(S) DURING TRADING HOURS; TO HELP MAKE CANCER PATIENTS AND THEIR FAMILY'S LIFE EASIER BY HELPING THEM WITH THEIR DAY-TO-DAY TASKS THROUGH LOCAL SOCIAL SERVICES. MY RESPONSIBILITIES WILL PRIMARILY BE SOLICITING DONATIONS AND OVERSEEING THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-18 |
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