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1528 W. Warm Springs Rd #120, Henderson, NV 89014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-01-05 |
Branch Locations
7396 Union Park Ave #101, Midvale, UT 84047 • United States
1528 W. Warm Springs Rd #120, Henderson, NV 89014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Udall Cpa Group, Pllc | Midvale | UT | 02/2012 | Present |
| West Ridge Advisors, Llc | Henderson | NV | 01/2017 | Present |
(1) 02/2012-Present: Udall CPA Group PLLC/Not Investment Related/Midvale, UT/Accounting Firm/CPA/Accounting services/Involves 160 or more hours per month, including during traditional business hours// (2) 02/2012-Present: 3TFM Arizona Investments LLC/Not Investment Related/Gilbert, AZ/Commercial Real Estate/Partner/Rental Property/Passive Investment - Less than 2 hrs devoted to the business per month// (3) 02/2012-Present: 3TFM Nevada Investments LLC/Not Investment Related/Henderson, NV/Commercial Real Estate/Partner/Rental Property/Passive Investment - Less than 2 hrs devoted to the business per month// (4) 10/2013 - Present: 3TFM Utah Investments LLC/Not Investment Related/Midvale, UT/Commercial Real Estate/Partner/Rental Property/Passive Investment but Managing Member. Involves 5-10 hours per month// (5) 2017-Present:Mint Payroll, LLC/Not investment related/Henderson, NV/Payroll Services/Shareholder/Up to 10 hrs per week during business hours.// (6)2021-Present: 3TFM Scottsdale Investments, LLC//Not Investment Related/Scottsdale, AZ/Commercial real estate holdings/Less than 2 hrs devoted to the business per month// (7)01/2021-Present: UCG Scottsdale, LLC//Not Investment Related/Scottsdale, AZ/Member/tax practice/Involves approximately 5% time each month including during trading market hours. (8)UCG TRC, LLC/Henderson, NV/non-investment related/Managing Member/ Real estate holdings/Less than 2 hrs devoted to the business per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-27 |
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