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2940 W Maple Loop Drive Suite 303, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-11 |
Branch Locations
2940 W Maple Loop Drive Suite 303, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brigham Young University | Provo | UT | 08/2025 | Present |
| Alpine School District | Pleasant Grove | UT | 01/2022 | 07/2023 |
| The Church Of Jesus Chris Of Latter Day Saints | Eagle Mountain | UT | 07/2023 | 08/2025 |
| Alpine School District | Saratoga Springs | UT | 08/2013 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
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