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50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-13 |
| UT | RA | APPROVED | 2025-09-04 |
Branch Locations
50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 09/2020 | 11/2021 |
| World Wide Golf Shops | Salt Lake City | UT | 06/2018 | 03/2020 |
| Lone Peak High School | Highland | UT | 08/2017 | 12/2019 |
| Alliance Medical | South Jordan | UT | 03/2016 | 06/2018 |
| Unemployed | American Fork | UT | 04/2020 | 09/2020 |
| Brigham Young University | Provo | UT | 01/2015 | 04/2020 |
| Drivewealth Llc | Jersey City | NJ | 12/2021 | 03/2024 |
| Unemployed | American Fork | UT | 04/2024 | 08/2024 |
| Hedgeco Securities Llc | West Palm Beach | FL | 09/2024 | 07/2025 |
| Wealth Foundations Partners, Llc | Salt Lake City | UT | 07/2025 | Present |
| Wealth Foundations Partners, Llc | Salt Lake City | UT | 07/2025 | Present |
I sell term, variable, universal and whole life insurance. I currently work with ash brokerage for insurance related inquiries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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