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1329 South 800 East, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Squire Wealth Advisors | Orem | UT | 06/2024 | Present |
| Bridge Investment Group | Sandy | UT | 07/2022 | 12/2023 |
| Brigham Young University | Provo | UT | 04/2020 | 04/2024 |
| Unemployed | Provo | UT | 09/2015 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-03 |
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