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525 W Sunrise Way, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-11 |
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