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10050 South State Street, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-28 |
Branch Locations
10050 South State Street, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton High School | Cottonwood Heights | UT | 08/2014 | 05/2018 |
| Unemployed | Sandy | UT | 05/2018 | 08/2018 |
| Church Of Jesus Christ Of Latter-Day Saints | Cebu | 08/2018 | 03/2020 | |
| Unemployed | Sandy | UT | 03/2020 | 08/2020 |
| University Of Utah | Salt Lake City | UT | 08/2020 | 05/2022 |
| Kentson Car Company | Bountiful | UT | 08/2022 | 03/2023 |
| Utah Valley University | Orem | UT | 01/2024 | Present |
| Strategic Retirement Partners | Sandy | UT | 04/2025 | 12/2025 |
| Unemployed | Sandy | UT | 05/2022 | 08/2022 |
| Unemployed | Sandy | UT | 03/2023 | 01/2024 |
| New Millennium Group | Sandy | UT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-30 |
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