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217 West Stone Ave, Greenville, SC 29609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-05 |
| UT | RA | APPROVED | 2025-03-25 |
Branch Locations
768 S 1600 W Suite A, Mapleton, UT 84664 • United States
217 West Stone Ave, Greenville, SC 29609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 08/2019 | 05/2023 |
| Secondary Education | Spanish Fork | UT | 10/2014 | 08/2019 |
| Morkel Financial | Mapleton | UT | 04/2022 | Present |
Morkel Financial It is not investment related 768 S 1600 W Ste A, Mapleton UT 84664 Tax Preparation and Planning Founder, Enrolled Agent, and Chief Tax Advisor Start date of 04/12/2022 Dedicate 0-240 Hours per month to this business Dedicate 0-6 hours during securities trading hours Responsible for preparing tax returns, engaging in client appointments, and business development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
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