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1329 South 800 East, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caliber Wealth Management, Llc | Orem | UT | 11/2016 | 11/2018 |
| Soltis Investment Advisors Llc | St George | UT | 01/2019 | 12/2024 |
| Squire Wealth Advisors | Orem | UT | 01/2025 | Present |
| Fidelity Brokerage Services, Llc | American Fork | UT | 06/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-23 |
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