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Draper, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-29 |
| TX | RA | APPROVED_RES | 2023-08-02 |
| UT | RA | APPROVED | 2023-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 08/2015 | 02/2018 |
| Extended Travel | North Bend | WA | 09/2020 | 09/2022 |
| New Way Wealth Management Llc | South Jordan | UT | 09/2022 | Present |
| Unemployed | Issaquah | WA | 02/2018 | 05/2018 |
| Outreach.iO | Seattle | WA | 05/2018 | 10/2018 |
| Extended Travel | North Bend | WA | 10/2018 | 11/2019 |
| Ups Store | North Bend | WA | 11/2019 | 01/2020 |
| Unemployed | North Bend | WA | 01/2020 | 04/2020 |
| Advice Media | Park City | UT | 04/2020 | 05/2020 |
| Symmetry Financial Group | Park City | UT | 07/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-22 |
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