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1327 South 800 East, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Thomas Management Llc | Orem | UT | 08/2024 | Present |
| Pf Changs | Orem | UT | 06/2022 | 08/2024 |
| Happy Sumo | Provo | UT | 11/2021 | 06/2022 |
| Mobettah's | Pleasant Grove | UT | 03/2020 | 10/2021 |
| Star Cinema Grill | Friendswood | TX | 02/2017 | 03/2020 |
| Full Time Student | Provo | UT | 08/2014 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-06 |
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