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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-16 |
| UT | RA | APPROVED | 2023-05-09 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Santa Barbara | CA | 09/2015 | 11/2016 |
| First Capital Advisors Group | Philadelphia | PA | 11/2016 | 02/2017 |
| Legacy Wealth Management, Llc | Boise | ID | 10/2017 | 10/2018 |
| Zeiders Inc | Woodbridge | VA | 12/2016 | 10/2023 |
| Townsquare Capital Llc | Provo | UT | 02/2021 | 06/2023 |
| Lone Peak Advisors | Draper | UT | 10/2018 | 03/2020 |
| Portside Wealth Group | Provo | UT | 05/2023 | Present |
1. Insurance Related Business Agent for Fixed Life Insurance Business 5 - 10 hours per month Work with clients to provide insurance solutions. 2. Gallman Group, providing budget and financing guidance. 5 hrs per month. non-investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-06 |
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