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Current Employers
Drive Wealth Advisers

3333 N Digital Drive #700, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-02
  • VA RA
    APPROVED
    Since 2025-12-02

Branch Locations

3333 N Digital Drive #700, Lehi, UT 84043 • United States

Charlottesville, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cognitive G Capital Group, Llc Charlottesville VA 07/2024 01/2025
Dupont De Nemours, Inc. Wilmington DE 06/2023 08/2023
Pricewaterhousecoopers Llp Mclean VA 10/2018 04/2022
Kpmg Llp Washington DC 09/2016 09/2018
University Of Virginia, Darden School Of Business Charlottesville VA 08/2022 05/2024
Crewe Capital Salt Lake City UT 02/2025 07/2025
Break Vienna VA 04/2022 08/2022
Break Vienna VA 05/2016 09/2016
Finalis Securities Llc New York NY 07/2025 Present
Zero Point Capital Llc Sandy UT 07/2025 Present
  • 07/2024 → 01/2025
    Cognitive G Capital Group, Llc
    Charlottesville, VA
  • 06/2023 → 08/2023
    Dupont De Nemours, Inc.
    Wilmington, DE
  • 10/2018 → 04/2022
    Pricewaterhousecoopers Llp
    Mclean, VA
  • 09/2016 → 09/2018
    Kpmg Llp
    Washington, DC
  • 08/2022 → 05/2024
    University Of Virginia, Darden School Of Business
    Charlottesville, VA
  • 02/2025 → 07/2025
    Crewe Capital
    Salt Lake City, UT
  • 04/2022 → 08/2022
    Break
    Vienna, VA
  • 05/2016 → 09/2016
    Break
    Vienna, VA
  • 07/2025 → Present
    Finalis Securities Llc
    New York, NY
  • 07/2025 → Present
    Zero Point Capital Llc
    Sandy, UT
Previous Registrations
Other Businesses

Zero Point Capital LLC; Investment-related; 9690 South 300 West, Suite 321, Sandy, UT 84070 Banking name under Finalis; Vice President; 07/10/2025; 40 hours per month during trading hours; M&A as well as capital raising. Deaglo Inc.; Not Investment-related; 1078 Summit Ave PMB 837, Jersey City, NJ 07307; FX hedging solutions; Business Development Partner; 08/01/2024; 2 hours per month during trading hours; Business development partner, referring business into Deaglo. Drive Wealth Management, LLC; Yes; 3333 N. Digital Drive, Suite 700, Lehi, UT, 84043; Drive Wealth Advisers is a Utah-based financial advisory and family office firm serving founders, executives, and high-net-worth families. Founded in 2015, it manages ~ $2 billion in assets, offering portfolio management, financial planning, and access to private equity, real estate, and debt investments through a personalized, holistic approach; Solicitor / Promoter / Business Development; 12/02/2025 Start Date; 4; 4; Drive Wealth is a Utah-based wealth management firm to which ZPC will refer clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-19
S63 Uniform Securities Agent State Law Examination 2024-12-09
  • S66 Uniform Combined State Law Examination
    2025-03-19
  • S63 Uniform Securities Agent State Law Examination
    2024-12-09

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