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3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-12 |
| ID | RA | APPROVED | 2026-06-09 |
Branch Locations
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
South Salt Lake, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forefront | Austin | TX | 01/2026 | 05/2026 |
| Ross Stores, Inc. | Ogden | UT | 05/2018 | 07/2018 |
| Sears Holdings Corporation | Ogden | UT | 02/2018 | 04/2018 |
| Deseret Book | Clinton | UT | 10/2018 | 01/2019 |
| Admiral Beverage Corporation | Pleasant View | UT | 08/2017 | 09/2017 |
| American First Credit Union | Ogden | UT | 09/2019 | 10/2021 |
| American First Credit Union | Roy | UT | 01/2019 | 09/2019 |
| Ascend Staffing | North Salt Lake | UT | 11/2021 | 10/2022 |
| Ascend Staffing | North Salt Lake | UT | 10/2022 | 06/2025 |
| Self-Employed | Twin Falls | ID | 10/2021 | Present |
| Latter Day Lives Podcast | Sunset | UT | 06/2021 | 06/2022 |
| Mid Columbia Bus Co | Filer | ID | 01/2026 | 05/2026 |
| Weber State | Ogden | UT | 06/2018 | 12/2021 |
| Full Time Student | Sunset | UT | 09/2014 | 06/2018 |
| Abundo Wealth | Houston | TX | 06/2026 | Present |
1. Financial Planning for Young Adults podcast; Not investment Related; Twin Falls, ID; Podcast Host; start 10/2021; less than 5 hours/week, not during trading hours; financial literacy and general financial planning education for young adults.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
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