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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-06-19 |
Branch Locations
6430 So 3000 E Ste 350, Salt Lake City, UT 84121 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Park City | UT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Park City | UT | 11/2016 | 06/2018 |
| Kestra Investment Services, Llc | Salt Lake City | UT | 06/2018 | Present |
| Kestra Private Wealth Services, Llc | Park City | UT | 06/2018 | Present |
Name: GMB Private Wealth Management Investment Related: Yes Address: 6340 So. 3000 E. ste 350 SLC UT 84121 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA; Other Other/None of the Above NA Position, Title or Relationship: Investment Advisor Start Date: 6/14/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Manage all phases of acquiring clients and managing their securities portfolios. Name: Cloudbase Inc Investment Related: Yes Address: 4913 Charlais Lane Park City UT 84098 Nature of Business: Other Back Office Operations Position, Title or Relationship: All officers of corp Start Date: 6/14/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: manage brokerage accounts of clients Name: GREGORY M BILLOW RE POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2026 ADDRESS: 4913 Charlais Lane, Park City UT 84098, United States DESCRIPTION: pay the RE taxes Name: GREGORY M BILLOW-ACTING POSITION: self NATURE: Acting INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 4913 Charlais Lane, Park City UT 84098, United States DESCRIPTION: student
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-23 |
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