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1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-13 |
| UT | RA | APPROVED | 2026-03-30 |
Branch Locations
1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States
4854 E Baseline Rd Suite 102, Mesa, AZ 85206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elysium Wealth Management, Llc | Mesa | AZ | 01/2026 | Present |
| Maxwell & Morgan | Mesa | AZ | 09/2024 | 12/2025 |
| Smoke'N Ink Tattoos | Mesa | AZ | 10/2023 | Present |
| Scottsdale Country Day School | Scottsdale | AZ | 08/2023 | 05/2024 |
| Creative Color | Scottsdale | AZ | 05/2023 | 09/2024 |
| Creative Spirits | Flagstaff | AZ | 08/2020 | 05/2023 |
| Jimmy John's | Flagstaff | AZ | 08/2019 | 05/2023 |
| Northern Arizona University | Flagstaff | AZ | 08/2018 | 05/2023 |
| Westwood High School | Mesa | AZ | 08/2014 | 05/2018 |
| Maxwell & Morgan | Mesa | AZ | 05/2018 | 08/2018 |
Smoke'N Ink Tattoo; not investment related; Mesa, AZ 85203; tattoo studio; tattoo artist; independent contractor, 10/2023-present; 10 hours per week; no hours during trading hours; tattoo customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-14 |
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