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Herriman, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2013-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Point Investments, Inc. | Sandy | UT | 11/2013 | Present |
| Sprout Financial Llc | Lehi | UT | 10/2018 | 01/2020 |
| Prosper Wealth Solutions | Lehi | UT | 01/2021 | 12/2022 |
| Vpi Addvantage Fund Llc | Herriman | UT | 08/2025 | Present |
1)ASSOCIATED PERSON OF MANAGED ACCOUNT RESEARCH INC. 25 HOURS PER MONTH - 10-2010 - MANAGED FUTURES, COMMODITIES & OPTIONS. 2) INDEPENDENT INSURANCE AGENT - SALES; LIFE (FIXED) CONTRACTS AS PART OF FINANCIAL PLAN 15 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-09 |
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