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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-08 |
Branch Locations
Harrisville, UT • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 01/2022 | 09/2024 |
| Aura | Idaho Falls | ID | 09/2021 | 12/2021 |
| Northwestern Mutual Insurance | Idaho Falls | ID | 05/2021 | 08/2021 |
| United States Department Of Agriculture | Idaho Falls | ID | 08/2017 | 05/2021 |
| Piano Tek | Idaho Falls | ID | 02/2017 | 09/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Suva | 12/2014 | 01/2017 | |
| Brigham Young University-Idaho | Rexburg | ID | 09/2017 | 12/2021 |
| Morgan Stanley | Salt Lake City | UT | 09/2024 | Present |
| Empower Financial Services Inc | Greenwood Village | CO | 06/2026 | Present |
| Empower Advisory Group Llc | Greenwood Village | CO | 06/2026 | Present |
| Uber | San Francisco | CA | 07/2025 | Present |
*653962 - Uber; Investment related: No; San Francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
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