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2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-16 |
| ID | RA | APPROVED | 2025-12-15 |
Branch Locations
2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States
Lehi, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Lehi | UT | 04/2020 | 12/2023 |
| Mml Investors Services, Llc | Lehi | UT | 09/2020 | 12/2023 |
| Corprotect, Llc | Lehi | UT | 01/2009 | Present |
| Desert Rose Capital Management | Meridian | ID | 12/2025 | Present |
| B&B Supplements | Lehi | UT | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-12 |
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