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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 04/2021 | 07/2021 |
| Timothy Whipple, Pllc | Scottsdale | AZ | 11/2016 | Present |
| Hub Commercial, Llc | Scottsale | AZ | 12/2019 | Present |
| West Usa Realty | Chandler | AZ | 09/2015 | 12/2019 |
| Hub Acquisitions | Chandler | AZ | 07/2023 | 12/2024 |
| Finalis Securities Llc | New York | NY | 07/2023 | 08/2023 |
| Primerica Financial Services | Phoenix | AZ | 02/2025 | 11/2025 |
| Pfs Investments Inc. | Phoenix | AZ | 07/2025 | 11/2025 |
| Sunbelt Business Brokers Of Phoenix | Phoenix | AZ | 12/2019 | Present |
| Portside Wealth Group | Provo | UT | 04/2026 | Present |
| Suncrest Advisors | Peoria | AZ | 04/2026 | Present |
HUB Commercial LLC (1099), Not investment related, Phoenix, Arizona 85014, Owner / Designated Broker, 12/2019 to Present, 30 hours a month (30 hours during securities trading hours). Sunbelt Business Brokers of Phoenix (1099), Not investment related, Phoenix, Arizona 85014, Owner, 12/2019 to Present, 30 hours a month (30 hours during securities trading hours). Timothy Whipple, PLLC (1099), Not investment related, Scottsdale, AZ, Owner, 11/2016 to Present, 30 hours a month (30 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-02 |
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