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515 South 1000 East Suite L2, Salt Lake City, UT 84102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-09-07 |
Branch Locations
515 South 1000 East Suite L2, Salt Lake City, UT 84102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student Byui | Rexburg | ID | 01/2016 | 08/2017 |
| Disney World | Orlando | FL | 08/2017 | 01/2018 |
| Walgreens | Liberty Lake | WA | 01/2018 | 07/2018 |
| Hagadone Hospitality Co | Ceour D'ALene | ID | 07/2018 | 06/2019 |
| Aptive Environmental | Farmington Hills | MI | 06/2019 | 08/2019 |
| Jimmy Johns | Ceour D'ALene | ID | 01/2020 | 06/2020 |
| Credit Suite | Spokane | WA | 01/2021 | 04/2021 |
| Hagadone Hospitality Co | Ceour D'ALene | ID | 06/2020 | 04/2021 |
| Refined Wealth Management | Salt Lake City | UT | 04/2021 | Present |
| Na | Farmington Hills | MI | 08/2019 | 01/2020 |
1) Insurance Agent - Property & Casualty; Investment Related: Yes; 515 S 1000 E SL2, Salt Lake City, UT 84102; licensed to sell property & casualty insurance; Start Date: 09/08/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-05 |
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