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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-04 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
Santaquin, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2022 | 01/2024 |
| Moxie Pest Control | Chantilly | VA | 09/2017 | 09/2022 |
| The Church Of Jesus Christ Of Later Day Saints | Sapporo | 05/2015 | 05/2017 | |
| Nortech | Portland | OR | 06/2017 | 09/2017 |
| Performance Bicycle | Beaverton | OR | 07/2017 | 09/2017 |
| Olympus Peaks Financial, Llc | Sandy | UT | 01/2024 | 03/2025 |
| Edward Jones | Draper | UT | 11/2022 | 01/2024 |
| Moxie Pest Control | Provo | UT | 10/2017 | 11/2022 |
| Hunt Air | Tigard | OR | 06/2017 | 09/2017 |
| Portside Wealth Group | Provo | UT | 03/2025 | Present |
1. 12/2024; Aaron Larson- self- referring fixed life and fixed annuities- 5% of income - during market hours- non investment related. 2. 09/2024; Elevate & Exit: owner manager- work with business owners value their business before sale- non investment related- 95% of income- during market hours. 3. Inviqtus; independent contractor; talk with potential businesses for PE offerings and connect with PE firm. during market hours, 0% of income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-11 |
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