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6330 S 3000 E - Suite 630, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-12 |
Branch Locations
6330 S 3000 E - Suite 630, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tolleson Wealth Management | Dallas | TX | 09/2015 | 03/2024 |
| Mariposa Advisors Llc | Dallas | TX | 03/2024 | 10/2024 |
| Align Impact, Llc | Denver | CO | 10/2024 | Present |
| Sorenson Impact Advisory | Salt Lake City | UT | 05/2026 | Present |
Ms. Joyner is the Dean of Values-Based Investing at the Purposeful Planning Institute, a nonprofit learning center and professional networking platform for advisors serving families. This is an unpaid position requiring approximately 2 hours per month. Ms. Joyner is also providing temporary transitional services to her previous advisory firm in connection with the orderly wind-down of that firm’s client relationships and advisory operations, which is administrative in nature.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-18 |
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