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32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-08-09 |
| TX | RA | APPROVED | 2026-01-15 |
| UT | RA | APPROVED | 2025-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2014 | 07/2017 |
| Learnvest Planning Services, Llc | Scottsdale | AZ | 07/2017 | 06/2018 |
| Aquire Wealth Advisors, Llc Dba Dentist Advisors | South Jordan | UT | 05/2020 | 08/2020 |
| Money Warrior Academy | Provo | UT | 06/2018 | 05/2020 |
| Aquire Wealth Advisors, Llc Dba Dentist Advisors | South Jordan | UT | 08/2020 | 01/2021 |
| Watt, Inc. Dba Northstar | Bountiful | UT | 01/2021 | 12/2025 |
| Domain Money Advisors Llc | New York | NY | 12/2025 | Present |
1) Money Warrior Academy; not investment related; 993 Brookfield Lane, Centerville, UT 84014; Budgeting and debt paydown coaching for individuals; Owner; Start Date 07/2018; 8 hours per month, not during trading hours; meet one one one with individuals and review overal budgets and debt reconciliation to pay down debt
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-31 |
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