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Three Seasons Wealth CRD 326517
$1.23B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 East Broadway Ste 1250, Salt Lake City, UT 84111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-25 |
Branch Locations
111 East Broadway Ste 1250, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Salt Lake City | UT | 03/2011 | 03/2018 |
| E*Trade Securities Llc | Sandy | UT | 03/2018 | 02/2020 |
| E*Trade Securities Llc | Sandy | UT | 02/2020 | 06/2020 |
| E*Trade Securities Llc | Sandy | UT | 06/2020 | 03/2025 |
| Morgan Stanley | Sandy | UT | 03/2023 | 03/2025 |
| Morgan Stanley | Sandy | UT | 09/2023 | 03/2025 |
| Morgan Stanley | Sandy | UT | 09/2023 | 03/2025 |
| Three Seasons Wealth | Salt Lake City | UT | 03/2025 | Present |
1)Name of the business - Sommerdyke LLC; 2)Is the business investment-related - No; 3)Address of the other business - 379 E 11800 So; Draper UT 84020; 4)Nature of the other business - Real Estate Rentals; 5)Position -- Limited Partner; 6)Start date of your relationship - 3/2/2009; 7)Approximate number of hours/month you devote to the other business - 2; 8)Number of hours you devote to the other business during securities trading hours - 0; 9)Duties relating to other Business - Collect rents/banking/administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-17 |
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