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195 North State Street Suite 200 - Owm, Lindon, UT 84042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-21 |
Branch Locations
195 North State Street Suite 200 - Owm, Lindon, UT 84042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 08/2023 | Present |
| Oxford Wealth Management | Lindon | UT | 09/2024 | Present |
| Teton Strategy Group Llc | Salt Lake City | UT | 05/2022 | Present |
| Bold Group | Lehi | UT | 06/2020 | 05/2022 |
| Zions Bank | Salt Lake City | UT | 02/2018 | 06/2020 |
| Utah Governor's Office | Salt Lake City | UT | 06/2016 | 02/2018 |
| Utah Jazz | Salt Lake City | UT | 02/2011 | 12/2016 |
President - Teton Strategy Group, LLC - 40 hours per month (5 hours during trading hours). - Teton Strategy Group serves clients across the U.S. as a trusted advisor to start-ups, corporations, investment funds, family offices, and boards. Assistant Vice President, Utah Valley University (40 hours per week) - Diversifying the University's revenue sources and leading commercial & auxiliary services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
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