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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-22 |
Branch Locations
3549 North University Avenue Suite 175, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Financial | Provo | UT | 08/2023 | Present |
| Byu Athletics | Provo | UT | 08/2022 | 01/2023 |
| Eve Financial | Pleasant Grove | UT | 11/2022 | 05/2023 |
| Mpwr | San Francisco | CA | 01/2023 | 07/2023 |
| Bingham Highschool | South Jordan | UT | 08/2017 | 06/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Santo Domingo | 07/2020 | 07/2022 | |
| South Jordan Middle School | South Jordan | UT | 04/2015 | 06/2017 |
| Byu | Provo | UT | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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