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1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-12 |
Branch Locations
1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 12/2022 | 01/2025 |
| Wells Fargo Bank Na | Rigby | ID | 02/2022 | 12/2022 |
| Ibex Construction Llc | Lehi | UT | 07/2020 | 12/2021 |
| Darden Restaurants | American Fork | UT | 03/2020 | 07/2020 |
| Ibex Construction Llc | Lehi | UT | 07/2019 | 03/2020 |
| The Church Of Jesus Christ Of Latter-Day Saints | Southfield | MI | 06/2017 | 06/2019 |
| Lehi City, Center Court | Lehi | UT | 06/2015 | 05/2017 |
| Lehi High School | Lehi | UT | 08/2014 | 05/2017 |
| Capital Wealth Advisors, Llc | Lehi | UT | 02/2025 | Present |
CWA Insurance Services, LLC, Investment Related, Fixed Insurance, Insurance Agent, 50% of his time spent on this activity, Fixed insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-04 |
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