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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
4554 N Forestdale Drive Unit F39, Park City, UT 84098 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ensign Peak Advisors | Salt Lake City | UT | 12/2015 | 07/2018 |
| Townsquare Capital | Provo | UT | 08/2018 | 09/2024 |
| Oneseven | Beachwood | OH | 09/2024 | Present |
1.Podcast / Media Activity Building Better Podcast - Host/Content Creator Educational and media-related podcast activity. May receive compensation. Subject to firm marketing review. Time devoted: Varies (estimated minimal weekly time) 2.570 La Joya LLC - Owner (30%) Separate, unaffiliated entity. Passive ownership interest generating potential income. No operational or advisory involvement. Time devoted: 0 hours per week 3.CFA Society Salt Lake - Committee Chair Professional association leadership role focused on member networking and education. Uncompensated. Time devoted: Minimal / periodic 4.Church of Jesus Christ of Latter-day Saints - South Mountain 4th Ward - Assistant Ward Clerk (Finance) Administrative volunteer role unrelated to investment advisory services. May handle de minimis cash as part of duties. Time devoted: Approximately 1 hour per week (Sundays)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
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