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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-15 |
Branch Locations
5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
5295 Commerce Dr., Suite 175 Suite 1300, Salt Lake City, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | Houston | TX | 04/2014 | 09/2018 |
| Jpmorgan Chase Bank Na | Salt Lake City | UT | 10/2018 | 09/2021 |
| Jpmorgan Securities Llc | Salt Lake City | UT | 10/2018 | 09/2021 |
| Crestone Asset Management, Llc | Boulder | CO | 09/2021 | 05/2022 |
| Rev Road Capital | Provo | UT | 07/2022 | Present |
| Townsquare Capital | Provo | UT | 07/2022 | 06/2023 |
| The Norden Group Llc | Provo | UT | 03/2023 | Present |
1) 07/01/2022- Stalwart Ventures l; Investment Related; 1555 North Freedom Blvd. Provo, UT 84604; Venture Capital Fund; Managing Director in the GP of RevRoad Capital Partners LLC and RevRoad Capital Fund; 35 hours/month and 6 hours/month during securities trading hours 2) 6/1/2025 This Is The Place Heritage Park, non-investment related; 2601 Sunnyside Ave. S. Salt Lake City, UT 84108; state park; volunteer Board Director; 10 hours/month; 0 hours during trading hours; oversight of park foundation's governance with rest of the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-10 |
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