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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-05-22 |
| CA | RA | APPROVED | 2022-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 07/2020 | 03/2021 |
| Gohealth | Lindon | UT | 03/2020 | 04/2020 |
| Gohealth | Lindon | UT | 09/2019 | 01/2020 |
| Limitless Automotive Llc | Provo | UT | 06/2018 | 04/2020 |
| Vivint Inc. | Provo | UT | 10/2017 | 07/2018 |
| Clearlink | Orem | UT | 05/2016 | 09/2017 |
| Utah Valley University | Orem | UT | 01/2016 | 05/2017 |
| E*Trade Securities Llc | Sandy | UT | 03/2021 | 05/2021 |
| Charles Schwab & Co., Inc. | Reno | NV | 06/2021 | Present |
| Charles Schwab Bank, Ssb | Reno | NV | 06/2021 | Present |
1) Crossfit Allure | Investment Related:No|1231 Baring Blvd.|Sparks|NV|89434|USA|Other|Coach|3/30/2024|Less than 20|0|I will be teaching a class at my local gym for Olympic lifting for 2-3 hours every Saturday. There is no financial services or investment related responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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