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2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-09 |
Branch Locations
2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alta High School | Sandy | UT | 08/2016 | 05/2020 |
| Nekter Juice Bar | Sandy | UT | 08/2018 | 05/2019 |
| Salt Lake Community College | Salt Lake City | UT | 01/2019 | 04/2020 |
| Handels Ice Cream | Sandy | UT | 01/2020 | 08/2020 |
| Utah Valley University | Orem | UT | 08/2020 | 05/2024 |
| Anthem Pest Control | Dallas | TX | 04/2021 | 08/2021 |
| Tiger Friday Dancewear | American Fork | UT | 01/2023 | 04/2024 |
| Decisionpoint Financial | Mesa | AZ | 05/2023 | 05/2024 |
| Decisionpoint Financial | Mesa | AZ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-28 |
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