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Lehi, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paragon Wealth Management | Provo | UT | 09/2023 | 02/2025 |
| Utah Valley Dental Lab | Lindon | UT | 04/2021 | 09/2023 |
| Costa Vida | Pleasant Grove | UT | 11/2018 | 04/2021 |
| Student | Pleasant Grove | UT | 01/2014 | 11/2018 |
| Driven Investments Llc | Lehi | UT | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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