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21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-10 |
| UT | RA | APPROVED | 2026-06-08 |
Branch Locations
American Fork, UT • United States
21201 Victory Blvd Suite 215, Canoga Park, CA 91303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Financial Planning | Canoga Park | CA | 01/2026 | Present |
| H3 Financial Planning | South Jordan | UT | 08/2024 | 01/2026 |
| Association Financial Services | Murray | UT | 04/2020 | 11/2021 |
| United States Air Force | Colorado Springs | CO | 06/2016 | 12/2016 |
| True North Wealth | Murray | UT | 12/2016 | 03/2017 |
| The Church Of Jesus Christ Of Latter-Day Saints | Barranquilla | 03/2017 | 04/2019 | |
| Brigham Young University | Provo | UT | 04/2019 | Present |
| Albion Financial Group | Salt Lake City | UT | 06/2022 | 08/2024 |
| Core Planning | St. Louis | MO | 08/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-30 |
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