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2600 W. Executive Parkway Suite 360, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-10 |
Branch Locations
2600 W. Executive Parkway Suite 360, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vario Advisors | Kissimmee | FL | 04/2024 | Present |
| Vivint | Orlando | FL | 01/2022 | 04/2024 |
| Fedex | Orlando | FL | 09/2021 | 01/2022 |
| Unemployed | Orlando | FL | 04/2020 | 09/2021 |
| Bluegreen Vacations | Orlando | FL | 11/2018 | 04/2020 |
| Discovery Cove | Orlando | FL | 07/2018 | 11/2018 |
| Westgate Resorts | Orlando | FL | 11/2017 | 07/2018 |
| Jetblue | Orlando | FL | 05/2015 | 11/2017 |
| Stonebriar Wealth, Llc | Lehi | UT | 08/2024 | Present |
Vario Fund, LP, 3080 Park Pond Way, Kissimmee, Florida 34741. This is an investment-related business. It is a debt fund that is diversified in a variety of alternative instruments. I commit 20 hours per month to this company and help to provide due diligence on their projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-29 |
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