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562 Technology Avenue Suite C-15, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-26 |
| UT | RA | APPROVED | 2025-03-27 |
Branch Locations
562 Technology Avenue Suite C-15, Orem, UT 84097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 07/2016 | 08/2021 |
| Bank Of America, N.A. | Provo | UT | 09/2016 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Provo | UT | 08/2021 | 07/2022 |
| Drive Wealth Advisers | Lehi | UT | 08/2022 | 03/2025 |
| Exponent Wealth | Provo | UT | 02/2025 | Present |
4.Rental Property; Investment related - Yes; Provo, Utah ; Owner of a rental duplex; Landlord/Owner; Start date 08/2016 ;During trading hours hours: 0; After business hours/mo: 1; Nature of OBA: Property management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-24 |
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