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1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Wealth Advisors, Llc | Bountiful | UT | 09/2022 | Present |
| Alliance Wealth Advisors, Llc | Bountiful | UT | 08/2023 | Present |
| United Parcel Service | Salt Lake City | UT | 11/2018 | Present |
| Wasatch Kids Camp | Salt Lake City | UT | 06/2022 | 08/2022 |
| Utah Reads (University Of Utah) | Salt Lake City | UT | 10/2021 | 05/2022 |
| Capital Consultants Management Corporation | South Jordan | UT | 08/2020 | 11/2021 |
| University Of Utah | Salt Lake City | UT | 08/2019 | 07/2020 |
| Pho Hong Chau | Salt Lake City | UT | 10/2018 | 11/2018 |
| Church Service Missions | Travel | NL | 09/2016 | 10/2018 |
United Parcel Service (UPS), Not investment-related, 2040 Parkway Blvd., Salt Lake City, IT 84119, Package Handling/Delivery, Package Handler, Start date-11/26/2018. 60 hours per month. 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-08 |
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