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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-19
UT RA APPROVED 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-19
  • UT RA
    APPROVED
    Since 2026-05-19

Branch Locations

489 W. South Jordan Parkway Suite 210, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2024 → 01/2025
    Uvu
    Orem, UT
  • 08/2023 → 06/2024
    World Financial Group
    South Jordan, UT
  • 01/2025 → 03/2026
    Fidelity Investments
    Salt Lake City, UT
  • 03/2020 → 07/2020
    Eagle Environmental
    Salt Lake City, UT
  • 07/2020 → 09/2020
    R3 Roofing
    Ogden, UT
  • 05/2021 → 04/2022
    Costco
    Orem, UT
  • 09/2020 → 05/2021
    Aptive Environmental
    Provo, UT
  • 04/2022 → 08/2023
    Pcf Insurance
    Lehi, UT
  • 01/2016 → 10/2018
    Jl Sorenson Recreation Center
    Herriman, UT
  • 10/2018 → 03/2020
    Church Of Jesus Christ Of Latter-Day
    Salt Lake City, UT
  • 06/2024 → 08/2024
    Fidelity Investments
    Salt Lake City, UT
  • 03/2026 → Present
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2025-04-14
  • S65 Uniform Investment Adviser Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2025-04-14

View on SEC IAPD

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