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Salt Lake City, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-27 |
| CA | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Marsh Financial | Salt Lake City | UT | 12/2023 | Present |
| Alterdomus | Ogden | UT | 07/2022 | 12/2023 |
| Jones Simkins | Logan | UT | 07/2020 | 07/2022 |
| Scott Marsh Financial | Salt Lake City | UT | 07/2017 | 07/2020 |
| Ernst & Young | Denver | CO | 07/2015 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
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