First Western Advisors

Gary Teran Registered Agent

46 W BROADWAY STE 200, SALT LAKE CITY, UT 84101

46 W BROADWAY STE 200, SALT LAKE CITY, UT 84101 View Map

Form 5500

6405 South 3000 East, Suite 250, Holladay, Ut 84121 (801) 930-6500 EIN:87-0393177 Plan Admin:Cynthia A. Riley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$0 / $0	2022	FIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	15 / 15	$0 / $0
2021	Plan NameFIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$0 / $0	2021	FIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	16 / 16	$0 / $0
2020	Plan NameFIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$0 / $0	2020	FIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	18 / 16	$0 / $0
2019	Plan NameFIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 17 Assets BOY/EOY$0 / $0	2019	FIRST WESTERN ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001	20 / 17	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3165 East Millrock Drive Suite 340, SALT LAKE CITY, UT 84121

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$389,300 Forgiven$393,513 LenderZions Bank, A Division of Jobs15	04/15/2020	$389,300	$393,513	Zions Bank, A Division of	15

PPP Loans based on Paycheck Protection Program.

Address Match:46 W Broadway Ste 200 Salt Lake City, UT

Wealth Management Group, The Registered in Utah	Salt Lake City, UT	View Report
Moffitt Wealth Management Group Registered in Utah	Salt Lake City, UT	View Report
First Western Advisors Inc. Registered in Texas	Salt Lake City, UT	View Report

Related Business Names:

First Western Advisors Registered in Wyoming	Holladay, UT Jackson, WY	View Report
First Western Advisors, Inc. Registered in Tennessee	Holladay, UT Nashville, TN	View Report
First Western Advisors, Inc Registered in Ohio	Holladay, UT	View Report
First Western Advisors, Inc Registered in Ohio	Cleveland, OH Holladay, UT	View Report
First Western Advisors, Inc. Registered in Wisconsin	Wisconsin	View Report
First Western Advisors Inc. Registered in Alaska	Holladay, UT	View Report
First Western Advisors Corporation Registered in Virginia	Mechanicsville, VA Salt Lake City, UT	View Report
First Western Advisors, Inc. Registered in Massachusetts	Boston, MA Holladay, UT	View Report
First Western Advisors, Inc. Registered in Oregon	Holladay, UT	View Report
First Western Advisors, Inc. Registered in Idaho	Holladay, UT	View Report
First Western Advisors, Inc. Registered in New Mexico	Espanola, NM Holladay, UT	View Report
First Western Advisors, Inc. Registered in California	Holladay, UT	View Report
First Western Advisors Registered in Nevada	Holladay, UT	View Report
First Western Advisors, Inc. Registered in Washington	Holladay, UT	View Report
First Western Advisors, Inc. Registered in Arkansas	Fayetteville, AR Holladay, UT	View Report
First Western Advisors, Inc. Registered in Missouri	Holladay, UT	View Report
First Western Advisors, Inc. Registered in Alabama	Holladay, UT Montgomery, AL	View Report
First Western Advisors, Inc. Registered in Colorado	Brighton, CO Holladay, UT	View Report

Address Match:46 W Broadway Salt Lake City, UT

Federal Bar Association, Utah Chapter, Inc. Registered in Utah	Salt Lake City, UT	View Report
Professor Llc, The Registered in Utah	Salt Lake City, UT Salt Lake, UT	View Report
Professor of Rock Registered in Utah	Salt Lake City, UT West Valley City, UT	View Report
Utah Muslim Civic Action Registered in Utah	Salt Lake City, UT	View Report
Technology Initiatives Registered in Utah	Draper, UT Salt Lake City, UT	View Report
Beauty Genius Registered in Utah	Salt Lake City, UT West Jordan, UT	View Report
Defense Attorneys for Balanced Criminal Justice Registered in Utah	Salt Lake City, UT	View Report
Democracy Everywhere Foundation Registered in Utah	Salt Lake City, UT	View Report
Ljr, Inc. Registered in Utah	Salt Lake City, UT	View Report
Mid City Salon, Inc. Registered in Utah	Salt Lake City, UT	View Report
Sk Hart International Environmental Protection Technology Devevlopment Company, LLC Registered in Utah	Salt Lake City, UT	View Report
Smiles Ahead Registered in Utah	Salt Lake City, UT	View Report
Turtle, Inc. Registered in Utah	Salt Lake City, UT	View Report
Towers Realty LLC Registered in Utah	Salt Lake City, UT	View Report
Envirocare of Texas, Inc. Registered in Texas	Salt Lake City, UT	View Report
Hefty's of Sonora, Incorporated Registered in California	Salt Lake City, UT Santa Rosa, CA	View Report

Person/City Match:Gary Teran - Salt Lake City, UT

First Western Advisors Institutional Services, Inc. Registered in Utah	Salt Lake City, UT		View Report
First Western Advisors Loan Processing, Inc. Registered in Utah	Salt Lake City, UT		View Report

The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration

Company Summary