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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-26 |
| AK | RA | APPROVED | 2026-04-01 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Kenai | AK | 11/2015 | 02/2026 |
| Huett Property Management | Kenai | HI | 07/2013 | Present |
| Portside Wealth Group | Provo | UT | 04/2026 | Present |
| Caines Crest Capital Llc | Seward | AK | 04/2026 | Present |
Rental Property Type of business: rental property Plumerville, AR Start date: 7/1/2013 Owner Hours per week: 1 Hours during trading: 0 Maintain property. * RENTAL INCOME Plumerville, AR Start date: 9/9/2024 SELF Hours per week: 0 Hours during trading: 0 none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-21 |
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