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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-11-16 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olympus Wealth Management | Cottonwood Heights | UT | 01/2020 | 03/2022 |
| Corient Capital Partners | Newport Beach | CA | 05/2018 | 12/2019 |
| Brigham Young University | Provo | UT | 01/2015 | 04/2018 |
| Zions Bancorporation | Salt Lake City | UT | 05/2017 | 08/2017 |
| Revere Capital Group | Provo | UT | 11/2016 | 04/2017 |
| Brigham Young University | Provo | UT | 04/2016 | 11/2016 |
| Ensign Peak Advisors Inc. | Salt Lake City | UT | 03/2022 | 11/2022 |
| Capita Financial Network | Sandy | UT | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-15 |
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