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6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-28 |
| CO | RA | APPROVED | 2026-04-13 |
| ID | RA | APPROVED | 2026-04-13 |
| NV | RA | APPROVED | 2026-04-13 |
| WA | RA | APPROVED | 2026-04-13 |
| WY | RA | APPROVED | 2026-04-13 |
| UT | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah School And Institutional Trust Funds Office | Salt Lake City | UT | 07/2023 | 03/2025 |
| Moreton Asset Management | Farmington | UT | 01/2023 | 06/2023 |
| Kartchner Homes | Logan | UT | 04/2022 | 07/2022 |
| Quality Pace Roofing | Logan | UT | 08/2018 | 04/2022 |
| Church Of Jesus Christ Of Latter-Day Saints | Redlands | CA | 06/2016 | 06/2018 |
| Unemployed | Logan | UT | 08/2022 | 12/2022 |
| Moreton Asset Management | Farmington | UT | 03/2025 | 02/2026 |
| Meeder Public Funds, Inc. | Dublin | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-25 |
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