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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-28 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capita Financial Network | Sandy | UT | 01/2022 | Present |
| Observepoint | Pleasant Grove | UT | 06/2021 | 01/2022 |
| Zions Bank | Provo | UT | 08/2019 | 08/2020 |
| Bank Of Utah | Salt Lake City | UT | 06/2016 | 03/2017 |
| Church Of Jesus Christ Of Latter-Day-Saints | Tokyo | 03/2017 | 03/2019 | |
| Brigham Young University | Provo | UT | 08/2020 | 06/2021 |
| Unemployed | Syracuse | UT | 03/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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