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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-05 |
Branch Locations
4525 South Wasatch Blvd. Suite 250, Salt Lake City, UT 84124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alta Capital Management | Salt Lake City | UT | 02/2014 | 10/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2025 | 01/2026 |
| Sterling Financial Group | Salt Lake City | UT | 10/2025 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Sterling Financial Group | Salt Lake City | UT | 01/2026 | Present |
1. Co-Owner, Roni Ranch, LLC; an entity created for the purpose of buying and managing commercial real estate at Section 22, Township 15 S, Range 3 E, Utah, as of 12/03/2025; 0% time spent during business hours; Not Conducted at branch; Investment related. 2. Fixed insurance sales; as of 3/17/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2018-08-22 |
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