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Providence, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-10-11 |
| UT | RA | APPROVED | 2022-10-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Wealth Advisors | Logan | UT | 07/2011 | 10/2022 |
| Connect Financial, Llc | Logan | UT | 10/2022 | Present |
| Vanel Management, Llc | Hyrum | UT | 01/2014 | Present |
| Keystone Properties Holding, Llc | Hyrum | UT | 01/2014 | Present |
| Bridgerland Meadows Complex | Logan | UT | 01/2021 | Present |
| Vancor, Inc. | Hyrum | UT | 01/1978 | Present |
1. 04/02/07 - OWN RENTAL PROPERTIES / 5% OF HOURS 2. 04/02/07: Vancor Inc.; owner; investment related; NON-VARIABLE INSURANCE / LOGAN, UT 84321 / 10-15 hours per month 3. 2014 - Present; Vanel Management LLC; Hyrum, UT; non-investment related; management company for rental properties; 0-5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-21 |
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