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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-17 |
Branch Locations
40 W Main Street Court, Suite 250E, Alpine, UT 84004 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Salt Lake City | UT | 06/2008 | 10/2017 |
| Charles Schwab & Co., Inc. | Salt Lake City | UT | 10/2008 | 10/2017 |
| Resources Investment Advisors | Overland Park | KS | 06/2018 | 02/2019 |
| Unemployed | Draper | UT | 10/2017 | 05/2018 |
| Triad Advisors Llc Dba 401K Advisors Intermountain | Norcross | GA | 07/2018 | 11/2018 |
| Unemployed | Drapter | UT | 03/2019 | 08/2020 |
| Ashton Thomas Private Wealth | Draper | UT | 08/2020 | 11/2020 |
| Diamond Wealth Management, Llc | Alpine | UT | 01/2021 | 06/2026 |
| Independent Insurance Agent | Draper | UT | 05/2008 | 12/2022 |
| Blueprint Financial Advisors Llc | Charlotte | NC | 06/2026 | Present |
1) Sperry X LLC; Not investment-related; Draper, UT; Owner of an LLC that holds various assets, including a commercial lease interest; Start Date: January 2023; less than 1% of his time is spent doing this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2004-05-26 |
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