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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-05 |
Branch Locations
462 E 800 N, Orem, UT 84097 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstpurpose Wealth | Orem | UT | 08/2021 | 02/2024 |
| Cbiz | Salt Lake City | UT | 09/2020 | 08/2021 |
| Rockhouse Financial | Farmington | UT | 06/2019 | 03/2020 |
| None | Salt Lake City | UT | 03/2020 | 09/2020 |
| Utah Valley University | Orem | UT | 08/2015 | 06/2019 |
| Diversify Wealth Management | Sandy | UT | 02/2024 | Present |
1. Gardner Point Condominium Community HOA Board; Investment-related: No. 1424 N 3830 W, Lehi, UT, 84048. Board Member/Officer. Look over and review financials monthly and verify there aren't any accounting issues. Vote on board specific matters usually regarding landscaping or repair bids. Attend quarterly meetings. 8/1/2025. 2% during business hours/0% during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-15 |
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