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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| UT | RA | APPROVED | 2021-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | St George | UT | 05/2012 | 07/2017 |
| Farmers Financial Solutions, Llc | St George | UT | 06/2013 | 03/2017 |
| Edward Jones | St George | UT | 03/2017 | 06/2019 |
| Axa Advisors, Llc | St George | UT | 08/2019 | 06/2020 |
| Main St Insurance | St George | UT | 06/2019 | 12/2021 |
| Equitable Advisors, Llc | St George | UT | 09/2019 | 11/2020 |
| J.P. Morgan Securities Llc | Saint George | UT | 12/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Saint George | UT | 12/2021 | Present |
| Equitable Advisors | St George | UT | 09/2019 | 11/2020 |
| Massachusetts Mutual Life Insurance Co | St George | UT | 05/2017 | 06/2019 |
| Washington Utah Little League | St George | UT | 01/2021 | 12/2025 |
| Rocky Mountain School Of Baseball | St George | UT | 02/2024 | 12/2025 |
| Su Baseball | St George | UT | 02/2024 | Present |
| Pine View High School Softball | St George | UT | 10/2024 | Present |
Entity Name: Utah Tech Investment related: No Address: https://utahtech.edu/ Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 01/12/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: To teach a beginning Finance course that discusses: This course is devoted to building quantitative skills associated with individual financial decision making and analyzing the connection between individual decisions and societal well-being. This course seeks to address the ""how"" and ""why"" in personal financial decisions. Topics covered include credit/debt, property insurance, saving, and investing. No investing advice is given Entity Name: Pine View High School Softball Investment related: No "Address: 2850 E 750 N St George, UT 84790" Nature of the other business: Sports Position/Title/Relationship: c Start Date: 10/07/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Organization is Education, I am looking to be an assistant coach for the high school softball team. Responsibilities would be to coach, assist head coach when needed, help team to grow in softball and become good people overall. Entity Name: SU Baseball Investment related: No Address: subaseball.wixsite.com, ST GEORGE, Utah, 84790 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 02/24/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Umpire baseball on the weekends, no similarities to JPMC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-14 |
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