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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-03-18 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Church Of Jesus Christ Of Latter Day Saints | Rancho Cucamonga | CA | 07/2015 | 07/2017 |
| Connexion Point | Provo | UT | 08/2017 | 03/2018 |
| Aptive Environmental | Provo | UT | 03/2018 | 01/2020 |
| Utah Valley University | Orem | UT | 08/2017 | 05/2021 |
| Capita Financial Network | Sandy | UT | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
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