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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-21 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 01/2016 | 04/2017 |
| Uber And Lyft | Salt Lake City | UT | 05/2017 | 09/2017 |
| Silicon Valley Bank | Cottonwood Heights | UT | 09/2017 | 06/2020 |
| Svb Wealth Advisory | Cottonwood Heights | UT | 06/2020 | 04/2022 |
| Silicon Valley Bank | Cottonwood Heights | UT | 06/2020 | 04/2022 |
| E*Trade Securities Llc | Sandy | UT | 04/2022 | 09/2023 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2022 | 09/2023 |
| Morgan Stanley | Sandy | UT | 11/2022 | 09/2023 |
| Morgan Stanley | Sandy | UT | 09/2023 | 09/2023 |
| Portside Wealth Group | Provo | UT | 09/2023 | Present |
6/25/2025- present; Member of the Cowlitz Indian Tribe Investment Counsel, also a member. Attending biweekly meetings paid $100 per meeting for a small period, then quarterly-less than 10% of time and income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-12 |
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