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Lehi, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Schrub Care Company | Orem | UT | 05/2022 | 12/2022 |
| Northwestern Mutual | Provo | UT | 12/2022 | 04/2023 |
| Krispy Kreme | Orem | UT | 10/2021 | 12/2021 |
| Driven Investments Llc | Chubbuck | ID | 04/2023 | Present |
| Education | Orem | UT | 12/2021 | 05/2022 |
| Education | West Jordan | UT | 07/2019 | 10/2021 |
| Self Employed | West Jordan | UT | 05/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-31 |
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