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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | Braintree | MA | 08/2010 | 03/2026 |
| Transamerica Financial Advisors, Inc | Braintree | MA | 01/2012 | 03/2026 |
| K&C Llc | Wellesley | MA | 08/2017 | 12/2024 |
| Gopchang | Boston | MA | 08/2022 | Present |
| Abundant Impact Llc | Dedham | MA | 03/2024 | Present |
| Atlas Project | Las Vegas | NV | 01/2026 | Present |
| Your Ia | St. George | UT | 03/2026 | Present |
Gopchang Story | Not Investment Related | 973 Commonwealth Ave, Boston MA 02215 | Restaurant | Consultant | Contractor | August 2022 | 1 hour per week | Zero hours per week during security trading hours | Helping restaurant owner with financial consulting work such as bookkeeping, accounting, etc. Atlas Project | Not Investment Related | 9145 W Russell Road, Las Vegas NV 89148 | Leadership Training | Redesign Coordinator | Contractor | January 2026 | 3 hour per week | 1 hours per week during trading hours | In charge of leading and supporting twice per year 10-week trainings that help students of the program integrate their leadership skills into their lives and businesses. Abundant Impact LLC | Not Investment Related | 17 Clough Rd, Dedham, MA 02026 | Pass-through entity | Owner | March 2024 | Zero per week | Zero hours per week during security trading hours | Pass-through entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-19 |
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