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Detailed Report
MICHAEL Davis ESPINOSA
MICHAEL DAVIS ESPINOSA, MICHAEL ESPINOSA
CRD#: 6558518
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Investment Adviser
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Previous Broker
TRUENORTH WEALTHCRD#: 142205 1935 VINE STREET, SUITE 120
SALT LAKE CITY, UT 84121
Registration History
201520162017201820192020202120222023202420252026IATRUENORTH WEALTH (CRD# 142205)2022 - Present (3 years)BVANGUARD MARKETING CORPORATION (CRD# 7452)2015 - 2020 (4 years)IASOLTIS INVESTMENT ADVISORS, LLC (CRD# 154690)2020 - 2022 (1 year)IAVANGUARD ADVISERS, INC. (CRD# 106715)2018 - 2020 (1 year)
License(s)

State Registrations

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Idaho 3/11/2022
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Utah 3/14/2022
Current Registration(s)
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TRUENORTH WEALTH (CRD#:142205)
1935 VINE STREET, SUITE 120, SALT LAKE CITY, UT 84121
Registered with this firm since 3/11/2022
Previous Registration(s)
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 05/20/2020 - 02/22/2022 SOLTIS INVESTMENT ADVISORS, LLC (CRD#:154690) Salt Lake City, UT
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 05/10/2018 - 01/16/2020 VANGUARD ADVISERS, INC. (CRD#:106715) SCOTTSDALE, AZ
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 10/12/2015 - 01/16/2020 VANGUARD MARKETING CORPORATION (CRD#:7452) SCOTTSDALE, AZ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.