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4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-05 |
| UT | RA | APPROVED | 2023-03-27 |
Branch Locations
4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States
170 S Main Street Suite 825, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 06/2020 | 01/2021 |
| Goldenwest Credit Union | Logan | UT | 10/2018 | 04/2020 |
| Campsaver | Logan | UT | 08/2018 | 09/2018 |
| Salt Lake Truck Wash | Salt Lake City | UT | 05/2018 | 07/2018 |
| Survey Sampling International | Logan | UT | 03/2018 | 04/2018 |
| Cherry Peak Mountain Resort | Richmond | UT | 08/2017 | 02/2018 |
| Salt Lake Truck Wash | Salt Lake City | UT | 04/2017 | 07/2017 |
| Church Of Jesus Christ Of Latter-Day Saints | Firle, Sa | 03/2015 | 02/2017 | |
| E*Trade Securities Llc | Sandy | UT | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-21 |
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