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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-13 |
| TX | RA | APPROVED | 2026-04-12 |
Branch Locations
South Ogden, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ardent Pest Control | Grand Prarie | TX | 07/2017 | 09/2019 |
| Caliber Smart | American Fork | UT | 09/2019 | 09/2020 |
| Bk Marketing | Orem | UT | 09/2020 | 01/2022 |
| Unemployed | Kaysville | UT | 01/2022 | 04/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2022 | 09/2023 |
| Northwestern Mutual Investment Services Llc | Farmington | UT | 06/2023 | 09/2023 |
| Equitable Advisors, Llc | New York | NY | 10/2023 | 11/2024 |
| Vivint Smart Home | Provo | UT | 05/2017 | 07/2017 |
| Goodwood Barbeque | Ogden | UT | 06/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Centerville | UT | 11/2024 | 03/2026 |
| Bank Of America, N.A. | Centerville | UT | 01/2025 | 03/2026 |
| Entrewealth, Llc | South Ogden | UT | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-22 |
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