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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-11 |
Branch Locations
Spanish Fork, UT • United States
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | American Fork | UT | 04/2019 | 11/2020 |
| Utah Valley University | Orem | UT | 08/2016 | 04/2019 |
| Discount Manufacturing And Distributing Inc. | Orem | UT | 05/2015 | 04/2019 |
| Jolyn Whittaker Cpa | Orem | UT | 11/2020 | 09/2022 |
| Summit Group Wealth Advisors | Logan | UT | 01/2021 | 11/2021 |
| Dfpg Investments, Llc | Sandy | UT | 02/2021 | 11/2021 |
| Fidelity Investments | Salt Lake City | UT | 09/2022 | 06/2026 |
| Strategic Advisers, Llc | Spanish Fork | UT | 06/2025 | 06/2026 |
| Trek Financial | Spanish Fork | UT | 06/2026 | Present |
Discount Manufacturing & Distributing Inc., non-investment related, Orem, UT, internet sales, accountant, 2 hours per month during non-trading hours; Whitaker Tax and Wealth Advisors Spanish Fork, UT Consultant Preparation of business and individual tax returns 20 hrs per week during tax season
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-07 |
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