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Inactive

Morgan Burke

Prestige Wealthwide, LLC

Lehi, UT

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Current Employers
Prestige Wealthwide, Llc

525 W Sunrise Way, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-08
CO RA APPROVED 2025-09-08
ID RA APPROVED 2025-09-08
TX RA APPROVED_RES 2025-09-08
UT RA APPROVED 2025-07-14
  • CA RA
    APPROVED
    Since 2025-09-08
  • CO RA
    APPROVED
    Since 2025-09-08
  • ID RA
    APPROVED
    Since 2025-09-08
  • TX RA
    APPROVED_RES
    Since 2025-09-08
  • UT RA
    APPROVED
    Since 2025-07-14

Branch Locations

525 W Sunrise Way, Lehi, UT 84043 • 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
Pace's Dairy Ann Bountiful UT 03/2015 05/2019
Orlando's Kaysville UT 06/2019 10/2020
Fatfish Bountiful UT 11/2020 12/2023
Lone Peak Advisers Draper UT 03/2023 12/2024
The Capital Grille Salt Lake City UT 06/2024 03/2025
Prestige Wealthwide, Llc Lehi UT 03/2025 Present
  • 03/2015 → 05/2019
    Pace's Dairy Ann
    Bountiful, UT
  • 06/2019 → 10/2020
    Orlando's
    Kaysville, UT
  • 11/2020 → 12/2023
    Fatfish
    Bountiful, UT
  • 03/2023 → 12/2024
    Lone Peak Advisers
    Draper, UT
  • 06/2024 → 03/2025
    The Capital Grille
    Salt Lake City, UT
  • 03/2025 → Present
    Lehi, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-11
  • S65 Uniform Investment Adviser Law Examination
    2025-07-11

View on SEC IAPD

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