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11925 South 700 East, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frisbie Memorial Hospital | Rochester | NH | 02/2022 | Present |
| Elevated Capital Advisors, Llc | Draper | UT | 04/2026 | Present |
| Wentworth Douglas Hospital | Dover | NH | 06/2021 | Present |
| Wentworth Douglas Hospital | Dover | NH | 06/2020 | 06/2021 |
| Massachusetts General Hospital | Boston | MA | 05/2017 | 05/2020 |
| Student | Boston | MA | 09/2016 | 05/2017 |
| Fredette Financial Services | Dover | NH | 01/2017 | Present |
Insurance Agent. Fredette Financial Services. Related to insurance products. Located at 8 Wallingford st. Dover, NH. Start date 01/2017 to present. Devote approximately 8-10 hours per month. No hours devoted to business during trading hours. Duties include developing marketing strategies, producing seminar material for client education and prospecting. Will be selling medigap insurance products in the near future. Pharmacist. Not investment related. 11 Whitehall rd. Rochester, NH. Start date 06/2020 to present. Devote 40 hours per week, five and a half hours per day during trading hours. Responsible for reviewing patient profiles and ensuring appropriate medical care to hospitalized patients, making IVs, delivering medications to the floors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
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