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1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
| UT | RA | APPROVED | 2025-09-16 |
| CA | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED | 2025-09-15 |
Branch Locations
6985 Union Park Center Suite 435, Cottonwood Heights, UT 84047 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ptera | Liberty Lake | WA | 06/2018 | 08/2018 |
| Aptive Environmental | Provo | UT | 05/2019 | 09/2019 |
| Berrett Pest Control | Dallas | TX | 01/2025 | 03/2025 |
| Missionary Training Center | Provo | UT | 08/2018 | 05/2019 |
| Deloitte | Salt Lake City | UT | 06/2023 | 01/2025 |
| Brigham Young University | Provo | UT | 12/2019 | 03/2020 |
| Berrett Pest Control | Dallas | TX | 06/2020 | 06/2023 |
| Sykes | Provo | UT | 04/2020 | 05/2020 |
| Brigham Young University | Provo | UT | 09/2019 | 12/2019 |
| Fidelity Investments | Salt Lake City | UT | 03/2025 | 03/2025 |
| Church Of Jesus Christ Of Latter-Day Saints | Boston | MA | 06/2016 | 06/2018 |
| Olympus Wealth Management | Cottonwood Heights | UT | 04/2025 | 09/2025 |
| Lido Advisors, Llc | Los Angeles | CO | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-09 |
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