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1329 South 800 East, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Squire Wealth Advisors | Orem | UT | 03/2022 | Present |
| Orem Rehabilitation And Nursing Ensign Services | Orem | UT | 08/2018 | 06/2022 |
| Utah Valley University | Orem | UT | 08/2018 | 08/2021 |
| Stonehenge Of American Fork | American Fork | UT | 12/2014 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-04 |
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