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2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-09-16 |
| MT | RA | APPROVED | 2021-09-09 |
| NE | RA | APPROVED | 2021-09-09 |
| UT | RA | APPROVED | 2021-09-09 |
| AK | RA | APPROVED | 2021-09-08 |
| CA | RA | APPROVED | 2021-09-08 |
| ID | RA | APPROVED | 2021-09-08 |
| TX | RA | APPROVED | 2021-09-08 |
| WA | RA | APPROVED | 2021-09-08 |
Branch Locations
2889 W Ashton Blvd. Suite 125, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Periscope Holdings | Austin | TX | 01/2012 | 04/2017 |
| Decker Retirement Planning | Lehi | UT | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
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