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190 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-10 |
| UT | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah State University | Kaysville | UT | 08/2020 | 05/2024 |
| Johnnys Car Wash | Kaysville | UT | 07/2017 | 12/2018 |
| Best Of The West Movers | Kaysville | UT | 06/2020 | 04/2021 |
| Get Paddling | Kaysville | UT | 06/2016 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2021 | 12/2024 |
| Northwestern Mutual Investment Services Llc | Logan | UT | 09/2022 | 12/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | 12/2024 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 03/2025 | 02/2026 |
| Disys | Mc Lean | VA | 03/2025 | 04/2025 |
| Strategic Planning Group | Bountiful | UT | 04/2026 | Present |
| Wells Fargo Advisors | Salt Lake City | UT | 05/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-22 |
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