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67 North 490 West, American Fork, UT 84003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-16 |
| UT | RA | APPROVED | 2019-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 08/2017 | Present |
| Church Of Jesus Christ Of Latter-Day-Saints | Sofia | 08/2015 | 08/2017 | |
| Key Bank | Orem | UT | 07/2018 | 02/2019 |
| Cove Fort Capital, Llc | American Fork | UT | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-08 |
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