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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-30 |
Branch Locations
South Jordan, UT • United States
109 E. Escalones, San Clemente, CA 92672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Investment Mgmt | South Jordan | UT | 12/2021 | Present |
| Utah Valley University | Orem | UT | 08/2024 | 04/2025 |
| Boardco | Springville | UT | 11/2021 | 08/2024 |
| Utah Valley University | Orem | UT | 01/2022 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints | Jacksonville | FL | 06/2019 | 11/2019 |
| Marriott Towneplace Suites | Draper | UT | 06/2019 | 11/2019 |
| Middle School & High School | Draper | UT | 01/2015 | 06/2019 |
| Not Employed | N/A | UT | 11/2019 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-22 |
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