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562 Technology Avenue Suite C-15, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-18 |
| UT | RA | APPROVED | 2026-05-12 |
Branch Locations
562 Technology Avenue Suite C-15, Orem, UT 84097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olsen Family Lawn Care | Murray | UT | 01/2014 | 08/2018 |
| Church Of Jesus Christ Of Latter - Day Saints | Moscow | 08/2018 | 08/2020 | |
| Intermountain Healthcare | Murray | UT | 08/2020 | 09/2021 |
| Missionary Training Center | Provo | UT | 09/2021 | 05/2022 |
| Everspire | Midvale | UT | 01/2022 | 06/2024 |
| Alphasights | San Francisco | CA | 06/2023 | 08/2023 |
| Iconiq Capital | San Francisco | CA | 07/2024 | 04/2026 |
| Exponent Wealth Llc | Provo | UT | 05/2026 | Present |
| Brigham Young University | Provo | UT | 08/2021 | 05/2024 |
| Utah Valley University | Orem | UT | 08/2020 | 05/2021 |
| Murray High School | Murray | UT | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-06 |
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