Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-15
UT RA APPROVED 2023-01-18
  • TX RA
    APPROVED_RES
    Since 2025-04-15
  • UT RA
    APPROVED
    Since 2023-01-18

Branch Locations

145 W 200 N, Provo, UT 84601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo UT 05/2022 Present
Harward Farms Springville UT 05/2020 09/2021
Infuze Hydration Logan UT 09/2020 05/2022
Johnston And Philips Springville UT 06/2019 08/2019
Verizon Wireless Logan UT 04/2018 12/2020
Church Of Jesus Christ Of Latter-Day Saints Cincinnati UT 01/2016 04/2018
Utah State University Logan UT 08/2015 05/2022
Infuze Hydration Logan UT 01/2020 05/2020
Bank Of America N.A. Provo UT 11/2022 Present
  • 05/2022 → Present
    Provo, UT
  • 05/2020 → 09/2021
    Harward Farms
    Springville, UT
  • 09/2020 → 05/2022
    Infuze Hydration
    Logan, UT
  • 06/2019 → 08/2019
    Johnston And Philips
    Springville, UT
  • 04/2018 → 12/2020
    Verizon Wireless
    Logan, UT
  • 01/2016 → 04/2018
    Church Of Jesus Christ Of Latter-Day Saints
    Cincinnati, UT
  • 08/2015 → 05/2022
    Utah State University
    Logan, UT
  • 01/2020 → 05/2020
    Infuze Hydration
    Logan, UT
  • 11/2022 → Present
    Bank Of America N.A.
    Provo, UT
Other Businesses

Nebo School DistrictNon investment-related350 s Main St. Spanish Fork, UT 84660AthleticsHigh school Assistant basketball coachAssistant Coach9/15/202220 Hours throughout the month0 Hours during trading hourshelp coach and train 10th grade boys in the sport of basketball I*2026411, Entity Type: Entity For Profit Name of OBA: Crazy 8 - Kettle Corn Address: Mapleton, UT 84664 Investment Related: No Position, Title, Association:General Partner/Managing Member,Employee,Owner Employee Start Date: 10/01/2024 No Hours: 10 No Hours during trading: 0 Duties: We will sell Kettle Corn during the month of October at a local pumpkin patch. i will help to manage the operation. Including helping purchase supplies, keep track of cash flows, schedule employees, and work occasionally with the selling of the kettle corn.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-17
  • S66 Uniform Combined State Law Examination
    2022-12-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Provo, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor