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825 Page Street, Berkeley, CA 94710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diamond Pure Water | Concord | CA | 10/2017 | 04/2018 |
| Brigham Young University (Education) | Provo | UT | 08/2018 | 12/2022 |
| Launchpod Media | Provo | UT | 05/2021 | 01/2022 |
| 97Th Floor | Lehi | UT | 01/2023 | 12/2023 |
| Athelas | Lehi | UT | 01/2024 | 08/2024 |
| Ion Solar | Orem | UT | 09/2024 | 12/2024 |
| Unemployed | Clayton | CA | 01/2025 | 05/2025 |
| Affinity Capital | Berkely | CA | 06/2025 | Present |
| Clayton Valley Charter High School | Concord | CA | 09/2015 | 10/2017 |
| Unemployed | Provo | UT | 04/2018 | 08/2018 |
| Byu | Provo | UT | 06/2022 | 10/2022 |
| Backdoor Burger | Provo | UT | 07/2022 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
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