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1692 Keller Parkway, Keller, TX 76248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2024-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keener Financial Planning | Keller | TX | 06/2023 | Present |
| Spark Walmart | Rexburg | ID | 09/2023 | 12/2023 |
| Storehouse Financial | Fort Worth | TX | 04/2023 | 06/2023 |
| Legacy Private Wealth Advisors | Clearfield | UT | 01/2022 | 05/2022 |
| Brigham Young University Idaho | Rexburg | ID | 01/2022 | 12/2022 |
| Brigham Young University Idaho | Rexburg | ID | 03/2021 | 06/2021 |
| Venture Data | Rexburg | ID | 10/2020 | 06/2021 |
| Church Of Jesus Christ Of Latter Day Saints | Philadelphia | PA | 01/2019 | 07/2020 |
| Subway | Fairbanks | AK | 08/2016 | 01/2019 |
| Brigham Young University-Idaho | Rexburg | ID | 09/2020 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-05 |
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