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2727 North Washington Blvd Suite 100, North Ogden, UT 84414 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-07 |
Branch Locations
2727 North Washington Blvd Suite 100, North Ogden, UT 84414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Point Investments, Inc. | Sandy | UT | 02/2026 | 05/2026 |
| Holmes Homes | Sandy | UT | 06/2023 | 12/2025 |
| Waialae Country Club | Honolulu | HI | 06/2022 | 02/2023 |
| Hawaii Pacific University | Honolulu | HI | 08/2021 | 06/2023 |
| Utah Valley University | Orem | UT | 08/2023 | 06/2025 |
| Full Time Student | Herriman | UT | 02/2016 | 06/2023 |
| Vantage Point Management, Inc. | North Ogden | UT | 05/2026 | Present |
| Managed Account Research Incorporated | Chicago | IL | 04/2026 | Present |
Independently licensed insurance agent, located at Adviser's principal office address, and the time may vary throughout the year but may account for approximately 2% of his time during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
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