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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-27 |
Branch Locations
1030 S University Park Blvd Ste #2, Clearfield, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Layton | UT | 01/2015 | 01/2018 |
| Weber State University | Layton | UT | 01/2018 | 09/2022 |
| Navigate Private Wealth | Layton | UT | 09/2021 | 08/2024 |
| Solelycustom Llc | Layton | UT | 12/2023 | Present |
| Herdt Brinkerhoff | Layton | UT | 10/2024 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 03/2025 | Present |
1. GRAVITATE WEALTH POSITION: Registered Wealth Management Associate NATURE: Comprehensive financial planning and wealth management services, integrating investments, tax planning, retirement income strategies, risk management, and legacy planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2024 ADDRESS: 1030 University Park Blvd., Ste 2, Clearfield UT 84015, United States DESCRIPTION: Responsible for firm operations, business development, and paraplanning support, including creating and managing operational systems and workflows, coordinating marketing and growth initiatives, supporting strategic projects, financial planning preparation, and helping maintain compliance with firm policies and regulatory requirements. 2. SOLELYCUSTOM, LLC (ADDITIONAL DBAS LIONNE ENTERPRISES, SHOE SAVANT, SOLELYCUSTOM SHOES) POSITION: Owner NATURE: Retail sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/25/2023 ADDRESS: 1840 N 225 W, Layton UT 84041, United States DESCRIPTION: Owner and operator of a custom hand-painted footwear business. Responsible for business operations, client communications, sales and marketing, order management, vendor relationships, inventory procurement, shipping and fulfillment, bookkeeping, website management, customer service, and strategic business development. Oversees all aspects of the business outside of the artistic design and painting process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-06 |
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