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3575 N. 100 E. Suite 350, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Community Credit Union | Provo | UT | 03/2019 | 01/2020 |
| Fidelity Investments | American Fork | UT | 01/2020 | 06/2021 |
| Zions Bancorporation | Orem | UT | 08/2018 | 03/2019 |
| Upwell Health | Orem | UT | 05/2018 | 07/2018 |
| Fba Stores Llc | Lindon | UT | 01/2018 | 04/2018 |
| New Star Communications | Lindon | UT | 10/2015 | 12/2017 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 07/2021 | 07/2022 |
| Wells Fargo Bank | Salt Lake City | UT | 07/2021 | 07/2022 |
| Morgan Stanley | South Jordan | UT | 06/2022 | 01/2023 |
| J.P. Morgan Securities Llc | Orem | UT | 04/2023 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Orem | UT | 04/2023 | 08/2025 |
| Nozani | Lindon | UT | 04/2018 | 05/2018 |
| Unemployed | Lindon | UT | 02/2023 | 03/2023 |
| Accuvest Global Advisors, Inc | Provo | UT | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
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