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1887 Gold Dust Lane Suite 203 A, Park City, UT 84060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2021 | 07/2023 |
| Progrexion | Rexburg | ID | 08/2020 | 10/2020 |
| Walmart Distribution | Fort Worth | TX | 04/2020 | 07/2020 |
| Brigham Young University - Idaho Dept. Of Music | Rexburg | ID | 09/2019 | 12/2019 |
| Holland America Princess Alaska- Yukon | Juneau | AK | 01/2019 | 08/2019 |
| Clarus Glass Boards | Fort Worth | TX | 04/2018 | 08/2018 |
| The Church Of Jesus Christ Of Latter-Day Saints | Pittsburgh | PA | 05/2015 | 05/2017 |
| Unemployed | Fort Worth | TX | 05/2017 | 09/2017 |
| Brigham Young University- Idaho | Rexburg | ID | 09/2014 | 09/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 10/2023 | 08/2024 |
| Tiaa | Lewisville | TX | 10/2023 | 08/2024 |
| Unemployed | Dallas | TX | 08/2023 | 10/2023 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 11/2022 | 07/2023 |
| Fidelity Brokerage Services Llc | Westlake | TX | 04/2022 | 07/2023 |
| Allworth Financial | Addison | TX | 08/2024 | 02/2026 |
| Aw Securities | Addison | TX | 08/2024 | 02/2026 |
| Alpha Wealth Funds, Llc | Park City | UT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-27 |
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