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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-02-24 |
Branch Locations
One Orange Way, Windsor, CT 06095 • United States
Eagle Mountain, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | American Fork | UT | 04/2020 | 05/2022 |
| Especially For Youth | Provo | UT | 05/2014 | 09/2019 |
| Sherwin-Williams | West Valley City & American Fork | UT | 08/2014 | 05/2018 |
| R&R Bbq | Provo | UT | 09/2018 | 07/2019 |
| Kelly Services | Provo | UT | 08/2019 | 05/2020 |
| Altura Financial Advisors | Salt Lake City | UT | 05/2022 | 09/2022 |
| Cetera Advisor Networks | El Segundo | CA | 05/2022 | 08/2022 |
| Voya | Eagle Mountain | UT | 01/2023 | Present |
| Between Positions | Saratoga Springs | UT | 10/2022 | 12/2022 |
| Fountain Grove Services | Eagle Mountain | UT | 02/2024 | Present |
Fountain Grove Services; Not investment related; 5127 E Lakefield Drive, Eagle Mountain UT 84005; Cleaning Company; Co-Owner; 02/07/2024 ; 20 hour per month; 0 hours per month during trading hours; evening meetings, work mostly on weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-31 |
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