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Draper, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| ID | RA | APPROVED | 2026-03-25 |
| UT | RA | APPROVED | 2026-03-25 |
Branch Locations
South Weber, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 05/2011 | 03/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Strategic Advisers Llc | Salt Lake City | UT | 03/2025 | 02/2026 |
| Hanks Capital Management, Llc | Draper | UT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-23 |
| S66 | Uniform Combined State Law Examination | 2013-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-09 |
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