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1380 Lead Hill Blvd Suite 180, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-05 |
Branch Locations
1380 Lead Hill Blvd Suite 180, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspen Capital Management Llc | Saint George | UT | 06/2022 | 02/2024 |
| Newelectric | Draper | UT | 07/2020 | 01/2022 |
| Sunpro | Lindon | UT | 04/2020 | 07/2020 |
| The Church Of Jesus Christ Of Latter Day Saints | Cebu | 08/2018 | 03/2020 | |
| The Home Depot | American Fork | UT | 03/2017 | 05/2018 |
| Self Employed | Lehi | UT | 01/2012 | 11/2016 |
| Moji Life | Lehi | UT | 11/2016 | 01/2017 |
| K2 Business Group | Lehi | UT | 01/2022 | Present |
| Bangerter Financial Services, Inc. | Roseville | CA | 05/2025 | Present |
| Rainwater Cpa | Bel Air | MD | 10/2023 | Present |
| Tanner Sperry, Sole Proprietor | Santaquin | UT | 03/2022 | Present |
(1.) Tanner Sperry, Sole Proprietor; Yes; Santaquin, UT; Insurance services; Insurance Agent; 03/2022; 20/ HRS MO; 20/ HRS MO (2.) K2 Business Group; No; Lehi, UT; Tax Planning; Tax Accountant; 01/2021; 30/ HRS MO; 30/ HRS MO (3.) Rainwater CPA; No; Bel Air, MD; CPA Firm; Tax Senior; 10/2023; 30/ HRS MO; 30/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-01 |
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