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Sariah Schaat

Wealthspire Retirement Advisory

South Jordan, UT

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-07-20
  • UT RA
    APPROVED
    Since 2026-07-20

Branch Locations

489 W. South Jordan Parkway Suite 310, South Jordan, UT 84095 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nfp South Jordan UT 10/2025 Present
Wealthspire Retirement Advisory Aliso Viejo CA 04/2026 Present
Dorothy J. Cole Palo Alto CA 06/2025 09/2025
Byu Provo UT 06/2023 05/2025
Morgan Stanley Scottsdale AZ 05/2024 07/2024
Byu Provo UT 08/2020 08/2025
High School N/A CA 04/2016 05/2020
  • 10/2025 → Present
    Nfp
    South Jordan, UT
  • 04/2026 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
  • 06/2025 → 09/2025
    Dorothy J. Cole
    Palo Alto, CA
  • 06/2023 → 05/2025
    Byu
    Provo, UT
  • 05/2024 → 07/2024
    Morgan Stanley
    Scottsdale, AZ
  • 08/2020 → 08/2025
    Byu
    Provo, UT
  • 04/2016 → 05/2020
    High School
    N/A, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-18
  • S65 Uniform Investment Adviser Law Examination
    2026-07-18
Other Names
  • Sariah Jenkins

View on SEC IAPD

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PORTSIDE WEALTH GROUP, LLC
DIVERGENT WEALTH ADVISORS, LLC
D.A. DAVIDSON & CO.
CASULL FINANCIAL ADVISORY, LLC
STONECREEK WEALTH ADVISORS

Other Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child
Robert Merrill Lym
Matthew Edward Elson
ROBERT RANDALL GOGGINS
BRIAN NEIL SLADE
LEX JOHN DROLLINGER

Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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