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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-24 |
Branch Locations
2901 N. Ashton Blvd., Ste. 200, Lehi, UT 84043-5496 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Provo | UT | 01/2014 | 06/2018 |
| The Church Of Jesus Christ Of Latter Day Saints | Seattle | WA | 08/2018 | 10/2020 |
| Utv Warehouse | Provo | UT | 11/2020 | 12/2022 |
| Eide Bailly Llp | Orem | UT | 01/2023 | 03/2023 |
| Eide Bailly Llp | Orem | UT | 04/2023 | 06/2024 |
| Eide Bailly Advisors, Llc | Orem | UT | 07/2024 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
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