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3450 N Triumph Blvd. Suite 102, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-03-22 |
Branch Locations
3450 N Triumph Blvd. Suite 102, Lehi, UT 84043 • United States
1691 Third Street, Atwater, CA 95301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Provident Living Financial Services, Inc. | Atwater | CA | 02/2017 | Present |
| Provident Living Financial Services, Inc. | Atwater | CA | 09/2015 | Present |
| Self-Employed | Merced | CA | 12/2000 | Present |
QB BUSINESS SOLUTIONS, LLC; NON-INVESTMENT RELATED; LIFE AND FINANCIAL ADVOCACY SERVICES, NOTARY SERVICES, ADMIN SUPPORT; OWNER, STARTED 02/2019; APPROX 3% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-28 |
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