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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
| UT | RA | APPROVED | 2025-10-07 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
14636 N Scottsdale Rd, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elwood Staffing | American Fork | UT | 08/2019 | 09/2019 |
| Chip Cookies | American Fork | UT | 02/2019 | 08/2019 |
| Sykes Enterpirses | Provo | UT | 11/2018 | 01/2019 |
| Seva Development | Sandy | UT | 08/2018 | 10/2018 |
| Fox Smith Wealth Management | Westminster | CO | 07/2019 | 09/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Louisville | KY | 05/2016 | 08/2018 |
| Cetera Advisor Networks | El Segundo | CA | 02/2019 | 10/2019 |
| Cetera Advisor Networks | El Segundo | CA | 10/2019 | 09/2020 |
| Interwest Concrete Lifting And Foundation Repair | American Fork | UT | 11/2018 | 11/2018 |
| Fidelity Investments | American Fork | UT | 09/2020 | 01/2023 |
| Capital Wealth Advisors, Llc | Lehi | UT | 01/2023 | 06/2023 |
| Fidelity Investments | Salt Lake City | UT | 06/2023 | 01/2025 |
| Capital Wealth Advisors, Llc | Lehi | UT | 01/2025 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-11 |
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