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Holladay, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-05 |
| CO | RA | APPROVED | 2025-02-05 |
| KY | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED | 2021-05-27 |
| OH | RA | APPROVED | 2020-06-16 |
| UT | RA | APPROVED | 2020-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossroads Community Church | Cincinnati | OH | 08/2009 | 05/2021 |
| Viva Bella Events | Cincinnati | OH | 01/2009 | Present |
| Outpost Advisors, Llc | Cincinnati | OH | 06/2020 | Present |
I am an owner of Viva Bella Events and hold the position of creative director. The address is 3218 Madison R, Ste C, Cincinnati, OH 45209. I began working with Viva Bella in January of 2009. I devote approximately 50 hours per month to this business, 35 of which are during securities trading hours. I am responsible for conceptualizing and executing content and staging for corporate events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-13 |
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