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764 E Winchester St. #100, Murray, UT 84107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments, Llc | Boston | MA | 02/2021 | 06/2022 |
| Utah High School Athletic Association | Midvale | UT | 08/2012 | 07/2022 |
| Utah Valley University | Orem | UT | 01/2019 | 04/2020 |
| Capital Community Bank, Llc | Provo | UT | 03/2017 | 08/2019 |
| Clas Ropes Course, Llc | Provo | UT | 04/2013 | 10/2018 |
| Provo Parks And Recreation | Provo | UT | 02/2011 | 08/2018 |
| Triton Investment Properties | Draper | UT | 11/2016 | 02/2017 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 07/2022 | 09/2023 |
| Teton Wealth Group | Murray | UT | 11/2023 | Present |
| Unemployed | Saratoga Springs | UT | 09/2023 | 11/2023 |
1) UT Insurance Producer License; investment related; 764 E Winchester St #100, Murray, UT, 84107; starting: 03/2023; devotes less than 5 hours a month during trading hours; sale of insurance products for a commission. 2. Independent contractor with the Utah High School Athletic Association (UHSAA). Approximately 6-15 hours per week are spent on this activity. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
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