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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-04-25 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
350 E Center Street Suite 100, Provo, UT 84606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smart Financial | Provo | UT | 08/2013 | Present |
| Townsquare Capital | Provo | UT | 07/2019 | 06/2023 |
| Portside Wealth Group | Provo | UT | 04/2023 | Present |
1) Licensed Insurance Agent, Investment Related, Ins, start 8/2013,10 HPM,meet with clients/ prospects, research products, financial planning. 2) Smart Financial, Investment Related, Start 2013- 150 HPM, meet with clients/ prospects, research products, financial planning. 3) Rise Wealth Management LLC; personal LLC for tax purposes,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
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