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Pleasant Grove, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 08/2021 | 06/2022 |
| Vivint Smarthome | Provo | UT | 09/2019 | 08/2021 |
| Aptive Environmental | Provo | UT | 04/2019 | 09/2019 |
| Altaray Solar | Pleasant Grove | UT | 09/2017 | 04/2019 |
| Vivint Smarthome | Provo | UT | 06/2017 | 09/2017 |
| Utah Valley Univertiy | Orem | UT | 09/2016 | 06/2017 |
| Vivint Smarthome | Provo | UT | 06/2016 | 09/2016 |
| Charles Schwab & Co., Inc. | Cottonwood Heights | UT | 05/2022 | Present |
| Charles Schwab Bank, Ssb | Cottonwood Heights | UT | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-26 |
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