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Current Employers
Stoker Ostler, A Part Of Bmo Financial Group

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-04-05
UT RA APPROVED 2023-03-27
  • AZ RA
    APPROVED
    Since 2023-04-05
  • UT RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2020 → 01/2021
    E*Trade Securities Llc
    Sandy, UT
  • 10/2018 → 04/2020
    Goldenwest Credit Union
    Logan, UT
  • 08/2018 → 09/2018
    Campsaver
    Logan, UT
  • 05/2018 → 07/2018
    Salt Lake Truck Wash
    Salt Lake City, UT
  • 03/2018 → 04/2018
    Survey Sampling International
    Logan, UT
  • 08/2017 → 02/2018
    Cherry Peak Mountain Resort
    Richmond, UT
  • 04/2017 → 07/2017
    Salt Lake Truck Wash
    Salt Lake City, UT
  • 03/2015 → 02/2017
    Church Of Jesus Christ Of Latter-Day Saints
    Firle, Sa
  • 01/2021 → Present
    E*Trade Securities Llc
    Sandy, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-24
S63 Uniform Securities Agent State Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-03-24
  • S63 Uniform Securities Agent State Law Examination
    2020-12-21

View on SEC IAPD

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