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Gilbert, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-12-11 |
| AZ | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvard Avenue Investment Advisory | Gilbert | AZ | 09/2022 | Present |
| Brigham Young University | Provo | UT | 08/2018 | Present |
| Mesquite High School | Gilbert | AZ | 08/2012 | 08/2018 |
Student at Brigham Young University ?the name of the other business; Brigham Young University ?whether the business is investment-related - No ?the address of the other business; - BYU, Provo UT 84602 ?the nature of the other business; Education ?your position; Student ?title, or relationship with the other business; Student ?the start date of your relationship; September 1, 2018 ?the approximate number of hours/month you devote to the other business; 40 ?the number of hours you devote to the other business during securities trading hours; 30 ?and briefly describe your duties relating to the other business; Do homework, take tests, attend class BYU-IT Help Desk (Part-time Student Job) ?the name of the other business; Brigham Young University IT department ?whether the business is investment-related - No ?the address of the other business; - BYU, Provo UT 84602 ?the nature of the other business; Information Technology ?your position; Computer Technician ?title, or relationship with the other business; Employee ?the start date of your relationship; September 2, 2021 ?the approximate number of hours/month you devote to the other business; 80 ?the number of hours you devote to the other business during securities trading hours; 80 ?and briefly describe your duties relating to the other business; Assist humanities department with computer issues
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
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