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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
| UT | RA | APPROVED | 2026-05-19 |
Branch Locations
489 W. South Jordan Parkway Suite 210, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uvu | Orem | UT | 08/2024 | 01/2025 |
| World Financial Group | South Jordan | UT | 08/2023 | 06/2024 |
| Fidelity Investments | Salt Lake City | UT | 01/2025 | 03/2026 |
| Eagle Environmental | Salt Lake City | UT | 03/2020 | 07/2020 |
| R3 Roofing | Ogden | UT | 07/2020 | 09/2020 |
| Costco | Orem | UT | 05/2021 | 04/2022 |
| Aptive Environmental | Provo | UT | 09/2020 | 05/2021 |
| Pcf Insurance | Lehi | UT | 04/2022 | 08/2023 |
| Jl Sorenson Recreation Center | Herriman | UT | 01/2016 | 10/2018 |
| Church Of Jesus Christ Of Latter-Day | Salt Lake City | UT | 10/2018 | 03/2020 |
| Fidelity Investments | Salt Lake City | UT | 06/2024 | 08/2024 |
| D.A. Davidson & Co. | South Jordan | UT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-14 |
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