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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-05 |
Branch Locations
462 E 800 N, Orem, UT 84097 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstpurpose Wealth | Orem | UT | 01/2021 | 02/2024 |
| Elwood Staffing | Spanish Fork | UT | 10/2020 | 01/2021 |
| Sherpa Wealth Strategies | Bend | OR | 05/2020 | 08/2020 |
| Utah Valley University | Orem | UT | 02/2019 | 05/2020 |
| Four Foods Group | Pleasant Grove | UT | 03/2018 | 02/2019 |
| Kneaders | Spanish Fork | UT | 10/2015 | 03/2018 |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
| Unemployed | Provo | UT | 09/2020 | 09/2020 |
President of Carter Crossing HOA. Board Member/Officer. Non-Investment related. 10/2025. I help manage our HOA board. This is a volunteer position, I manage the president's email and direct question to who they need to go. I help in making decisions for our HOA community relating to our common areas and the landscaping and maintenance of these common areas. 4% during business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-27 |
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