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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-19 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
6965 Union Park Circle, Suite 420, Cottonwood Hts , UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2025 | 08/2025 |
| Full-Time Education | Logan | UT | 08/2024 | 06/2025 |
| Fidelity Investments | Salt Lake City | UT | 06/2024 | 08/2024 |
| Full-Time Education | Logan | UT | 08/2022 | 05/2024 |
| Western Timber Frame | Lehi | UT | 05/2022 | 08/2022 |
| Full-Time Education | Logan | UT | 11/2021 | 05/2022 |
| Extended Travel | Humble | TX | 11/2019 | 11/2021 |
| South Jordan City | South Jordan | UT | 06/2019 | 09/2019 |
| Full-Time Education | South Jordan | UT | 06/2015 | 06/2019 |
| Full-Time Education | Logan | UT | 08/2025 | 10/2025 |
| Wealth Enhancement Group | Farmington | UT | 10/2025 | 01/2026 |
| Utah State | Logan | UT | 01/2026 | 05/2026 |
| Sequoia Financial Group | Akron | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-30 |
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