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1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-04-09 |
Branch Locations
1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Cpas, Llc | Murray | UT | 11/2020 | 02/2021 |
| Pearson Butler, Pllc | South Jordan | UT | 02/2016 | Present |
| Utah Tax Partners, Pllc | South Jordan | UT | 01/2018 | Present |
| Elliot Smith, Sole Proprietor | South Jordan | UT | 08/2017 | Present |
| Elliot P. Smith, Pllc | South Jordan | UT | 05/2011 | 12/2018 |
| Elysium Wealth Management, Llc | South Jordan | UT | 03/2021 | Present |
1. ELLIOT SMITH, SOLE PROPRIETOR; INVESTMENT RELATED; SOUTH JORDAN, UT; INSURANCE; INSURANCE AGENT; START DATE 08/2017; LESS THAN 1% OF TIME, 0 HRS DURING SECURITIES TRADING 2. PEARSON BUTLER, PLLC; NOT INVESTMENT RELATED; SOUTH JORDAN, UT; LAW FIRM; PARTNER; START DATE 02/2016; APPROX. 240 HRS/MO, 120 HRS/MO DURING SECURITIES TRADING 3. UTAH CPA PARTNERS, PLLC; NOT INVESTMENT RELATED; SOUTH JORDAN, UT; CPA FIRM; OWNER; START DATE 01/2018; LESS THAN 1% OF TIME, 0 HRS DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-08 |
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