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8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
527 East Pioneer Rd, Suite 220, Draper, UT 84020 • United States
8876 Spanish Ridge Avenue Suite 202, Las Vegas, NV 89148 • United States
11845 S 700 E Ste 201, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axxcess Wealth Management, Llc Dba Silverstone Private Wealth | Draper | UT | 01/2024 | 07/2024 |
| Maddix Holdings, Llc Dba Maddix Wealth, Llc | Lehi | UT | 04/2023 | 01/2024 |
| Axxcess Wealth Management, Llc Dba Maddix Wealth Management | Lehi | UT | 09/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 01/2021 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 03/2018 | 12/2020 |
| Hotel Monaco Salt Lake City | Salt Lake City | UT | 03/2017 | 03/2018 |
| The Exoro Group | Salt Lake City | UT | 06/2016 | 01/2017 |
| The University Of Utah | Salt Lake City | UT | 08/2016 | 12/2020 |
| Arista Wealth Management, Llc | Draper | UT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
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