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Murray, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-02-11 |
| UT | RA | APPROVED | 2025-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain Goat Wealth Management Llc | Murray | UT | 06/2025 | Present |
| Banqu | Minneapolis | MN | 05/2022 | 08/2025 |
| Full-Time Student | Murray | UT | 08/2014 | 04/2022 |
| Allegis Ag | Sandy | UT | 06/2025 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 08/2025 | Present |
1.) The Church of Jesus Christ of Latter-day Saints; Inv Related; US Southwest Area Planning Analyst; Salt Lake City, UT; Start Date 08/2025; Approximately 85% of time 2.) Allegis AG; Inv. Related; Sandy, UT; Insurance; Agent; 06/2025; 10 hrs./month all during trading; Insurance sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
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