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701 S Main Suite #400, Logan, UT 84321 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcg Securities, Llc | Lubbock | TX | 03/2017 | 05/2017 |
| Knox Capital Advisors | Lubbock | TX | 01/2017 | 05/2017 |
| Texas Tech University - College Of Human Sciences | Lubbock | TX | 01/2017 | 05/2017 |
| Texas Tech University | Lubbock | TX | 05/2016 | 05/2017 |
| Jp Morgan Securities Llc | Cottonwood Heights | UT | 01/2018 | 06/2019 |
| Jp Morgan Chase Bank | Cottonwood Heights | UT | 01/2018 | 06/2019 |
| Knox Capital Advisors | Draper | UT | 05/2017 | 10/2017 |
| Kcg Securities, Llc | Draper | UT | 05/2017 | 10/2017 |
| Jp Morgan Chase Bank | Providence | UT | 07/2019 | 01/2021 |
| Jp Morgan Securites Llc | Providence | UT | 07/2019 | 01/2021 |
| E*Trade Securities Llc | Sandy | UT | 02/2021 | 04/2022 |
| E*Trade Capital Management Llc | Sandy | UT | 02/2021 | 04/2022 |
| E*Trade Securities Llc | Sandy | UT | 04/2022 | 07/2022 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2022 | 07/2022 |
| Morgan Stanley | Holladay | UT | 07/2022 | Present |
The American College of Financial Services 630 Allendale Road, Suite 400, King of Prussia, PA, 19406 Adjunct Professor 10 hours / month Teach an online course on personal financial planning Not investment-related Professional education Start date 02/2024 0 hours devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
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