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43 West 300 North, Provo, UT 84601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Se/Utah Ave Ins | Provo | UT | 04/2017 | Present |
| Lds Church | Provo | UT | 01/2003 | 03/2017 |
| Townsquare Capital | Provo | UT | 02/2020 | 12/2021 |
| Smart Financial | Provo | UT | 02/2020 | 12/2021 |
| Hurley Investments, Llc | Alpine | UT | 10/2023 | Present |
1) Insurance Agent - 4/2017 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. Spend the majority of time on this activity. 175 West Canyon Crest Road, Suite 101, Alpine, UT 84004.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
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