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Providence, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-27 |
| ID | RA | APPROVED | 2025-10-14 |
| UT | RA | APPROVED | 2022-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Wealth Advisors, Llc | Logan | UT | 06/2011 | 10/2022 |
| Connect Financial, Llc | Logan | UT | 06/2022 | Present |
| Vancor Inc. | Hyrum | UT | 12/2007 | 04/2022 |
| Beeks Inc. | Providence | UT | 09/2002 | Present |
| Keystone Properties Holdings, Llc. | Hyrum | UT | 01/2021 | 04/2022 |
9/16/2002 - Current: Beeks Inc; owner; non-investment related; 0-5 hours per month. Connect Financial, LLC/investment-related/Logan, UT/owner and investment adviser representative of registered investment advisor firm/June 2022/approximately 100 hours per month and during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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