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7272 East Indian School Road Suite 540, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-29 |
| FL | RA | APPROVED | 2024-09-03 |
| IA | RA | APPROVED | 2024-08-23 |
| UT | RA | APPROVED | 2024-08-22 |
Branch Locations
Saint George, UT • United States
7272 East Indian School Road Suite 540, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | St George | UT | 11/2021 | 01/2024 |
| Wells Fargo Bank, Na | St George | UT | 11/2021 | 01/2024 |
| Mountain America Credit Union | Cedar City | UT | 02/2021 | 10/2021 |
| Chrysalis | Cedar City | UT | 04/2018 | 02/2021 |
| Southern Utah University | Cedar City | UT | 06/2017 | 05/2018 |
| Unemployed | Cedar City | UT | 11/2011 | 06/2017 |
| Sbc Investment Management, Llc | Scottsdale | AZ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
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