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633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-17 |
Branch Locations
3051 W Maple Loop Drive Suite 325, Lehi, UT 84043 • United States
633 W 5Th Street Suite 1050, Los Angeles, CA 90071 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 11/2023 | 02/2024 |
| Andi's Markets Inc. | Kearns | UT | 10/2021 | 02/2024 |
| Unemployed | Highland | UT | 07/2020 | 02/2021 |
| Eventide Management Partners | Portland | OR | 09/2015 | 07/2020 |
| Teachers Pension | Highland | UT | 08/2023 | 03/2024 |
| Toolson Capital Management Llc | Lehi | UT | 02/2025 | Present |
| Uber | Salt Lake City | UT | 10/2019 | Present |
| Kinetic Investment Management, Inc. | Lehi | UT | 02/2025 | Present |
1) Toolson Capital Management, LLC.; Investment-related; Highland, UT; Insurance and investment agency; Sole Proprietor; President; 02/2023; 02/2023; 60 hours per month; 20 during market hours; Oversee marketing and operations. 2) Rideshare Driving and Sports Officiating
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
| S66 | Uniform Combined State Law Examination | 2009-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-03 |
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