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350 East Center Street #10, Provo, UT 84606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-05 |
| UT | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arista Wealth Management Llc | Las Vegas | NV | 08/2018 | 05/2019 |
| Uvu Money Management & Resource Center | Orem | UT | 01/2017 | 05/2018 |
| Sparrow Wealth Management | Las Vegas | NV | 05/2017 | 07/2017 |
| Dfpg Investments | Sandy | UT | 08/2016 | 12/2016 |
| Cnt Properties | Provo | UT | 01/2014 | 01/2017 |
| Central Bank Of Utah | Provo | UT | 05/2014 | 05/2017 |
| Elevated Retirement Group | Sandy | UT | 05/2019 | 12/2021 |
| Orion Portfolio Solutions | Omaha | NE | 03/2022 | 03/2025 |
| Orion Advisor Technology | Omaha | NE | 03/2022 | 03/2025 |
| Sunset Retirement Advisors Llc | Provo | UT | 08/2024 | Present |
Grand Canyon University Adjunct Lecturer Grade assignments and respond to student questions As little as 2 hours per week, and no more than 5 hours per week. NO hours during trading. Not investment related Compensated Start Date: 8.12.2024 University of Virginia / UVA Part time Professor Charlottesville, VA (teaching online) Teach CFP® curriculum part time in the evenings outside of normal business hours. Start Date: 1.18.2023 15-20 hours per month Not investment related Compensated
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-17 |
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