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812 East 2100 South, Salt Lake City, UT 84106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-30 |
Branch Locations
812 East 2100 South, Salt Lake City, UT 84106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah Valley University | Orem | UT | 08/2016 | 05/2021 |
| Hilton Sunrise Lodge | Park City | UT | 12/2016 | 08/2018 |
| Utah Valley University | Orem | UT | 05/2018 | 05/2020 |
| Hfg Trust | Kennewick | WA | 05/2019 | 08/2019 |
| Olympus Wealth Management, Llc | Cottonwood Heights | UT | 05/2020 | 02/2023 |
| Albion Financial Group | Salt Lake City | UT | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
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