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435 Washington Street Suite A, Monterey, CA 93940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
435 Washington Street Suite A, Monterey, CA 93940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Earned Wealth | New York | NY | 10/2024 | 01/2025 |
| The Church Of Jesus Christ Of Latter-Day Saints | Denver | CO | 07/2016 | 07/2018 |
| Brigham Young University-Idaho | Rexburg | ID | 09/2018 | 12/2018 |
| Backcountry.cOm | West Valley City | UT | 01/2019 | 09/2019 |
| Brigham Young University-Idaho | Rexburg | ID | 09/2019 | 01/2021 |
| Richey May And Co. | Englewood | CO | 01/2021 | 04/2021 |
| Brigham Young University-Idaho | Rexburg | ID | 04/2021 | 01/2022 |
| Eide Bailley | Boise | ID | 01/2022 | 03/2022 |
| Brigham Young University-Idaho | Rexburg | ID | 04/2022 | 07/2023 |
| Thomas Doll | Walnut Creek | CA | 09/2023 | 01/2025 |
| Earned Wealth Advisors, Llc | Walnut Creek | CA | 01/2025 | 07/2025 |
| Unemployed | Cedar Hills | UT | 07/2025 | 11/2025 |
| Crossroads Wealth Advisors | Grand Junction | CO | 12/2025 | 07/2026 |
| Lpl Financial Llc | Grand Junction | CO | 12/2025 | 07/2026 |
| Golden State Wealth Management, Llc | Grand Junction | CO | 04/2026 | 07/2026 |
| Integris Wealth Management | Monterey | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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