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Lehi, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harmons Grocery | Orem | UT | 09/2019 | 08/2022 |
| Mcdonalds | Saratoga Springs | UT | 02/2017 | 04/2017 |
| Harmons Grocery | Draper | UT | 05/2017 | 08/2017 |
| Vista Heights Middle School | Saratoga Springs | UT | 08/2013 | 05/2017 |
| Utah Valley University | Orem | UT | 08/2020 | 05/2024 |
| Unemployed | Saratoga Springs | UT | 09/2017 | 08/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Provo | UT | 08/2023 | 11/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2024 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Spanish Fork | UT | 11/2024 | 03/2025 |
| Utah Community Credit Union | Pleasant Grove | UT | 08/2022 | 12/2022 |
| Bank Of America, N.A. | Spanish Fork | UT | 01/2025 | 03/2026 |
| Driven Investments, Llc | Lehi | UT | 03/2026 | Present |
I*: 2829285 Entity Type: School, College or University Name of OBA: Westlake High School Lacrosse Address: Saratoga Springs, Utah, 84045, Investment Related: No Position, Title, Association: Assistant Lacrosse Coach Employee Start Date: 9/16/2025 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: Assistant Varsity Lacrosse Coach. I will assist the head coach in coaching the varsity offense. I will attend and assist at practices and games.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-18 |
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