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384 W Center St, Orem, UT 84057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longson Managememt, Llc | Sandy | UT | 08/2018 | 08/2021 |
| Utah Valley Dental Lab | Lindon | UT | 08/2021 | 07/2022 |
| Engagex | Provo | UT | 11/2024 | 05/2025 |
| The Professional Financial Company | Orem | UT | 05/2025 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints | Quito | 07/2022 | 11/2024 | |
| Lone Peak High School | Highland | UT | 04/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
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