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Mason G Miles

Tanara Wealth Management LLC

Lehi, UT

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Current Employers
Tanara Wealth Management Llc

3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-14
  • UT RA
    APPROVED
    Since 2026-04-14

Branch Locations

3301 N Thanksgiving Way Suite 425, Lehi, UT 84048 • 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
Full Time Education Provo UT 01/2013 12/2019
The Home Depot Provo UT 12/2019 02/2022
Walgreens Orem UT 02/2022 02/2023
Full Time Education Orem UT 02/2023 05/2023
Fidelity Investments Salt Lake City UT 05/2023 11/2024
Unemployed Vineyard UT 11/2024 03/2025
Andina Capital Management, Llc Lehi UT 03/2025 04/2026
Student Provo UT 03/2015 12/2019
Tanara Wealth Management, Llc Lehi UT 04/2026 Present
  • 01/2013 → 12/2019
    Full Time Education
    Provo, UT
  • 12/2019 → 02/2022
    The Home Depot
    Provo, UT
  • 02/2022 → 02/2023
    Walgreens
    Orem, UT
  • 02/2023 → 05/2023
    Full Time Education
    Orem, UT
  • 05/2023 → 11/2024
    Fidelity Investments
    Salt Lake City, UT
  • 11/2024 → 03/2025
    Unemployed
    Vineyard, UT
  • 03/2025 → 04/2026
    Andina Capital Management, Llc
    Lehi, UT
  • 03/2015 → 12/2019
    Student
    Provo, UT
  • 04/2026 → Present
    Tanara Wealth Management, Llc
    Lehi, UT
Previous Registrations
  • 2025-04-09 → 2026-04-02
    Andina Advisors
    Logan, UT
  • 2025-03-31 → 2025-04-11
    Strategic Advisers Llc
    Boston, MA
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vineyard, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-10
S63 Uniform Securities Agent State Law Examination 2023-08-04
  • S66 Uniform Combined State Law Examination
    2024-11-10
  • S63 Uniform Securities Agent State Law Examination
    2023-08-04
Other Names
  • Mason G Miles
  • Mason Miles

View on SEC IAPD

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