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562 Technology Avenue Suite C-15, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-29 |
Branch Locations
562 Technology Avenue Suite C-15, Orem, UT 84097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crabb Financial | Lehi | UT | 09/2022 | 08/2023 |
| Enduro Financial | Provo | UT | 08/2020 | 09/2022 |
| Full Time Student | Lindon | UT | 03/2015 | 05/2024 |
| Drive Wealth Advisers | Lehi | UT | 08/2023 | 02/2025 |
| Exponent Wealth | Provo | UT | 04/2025 | Present |
1) Name of OBA: PHANTOM DEFENSE; Address: LINDON, UT; Nature: DFENSE SECTOR; Investment-related: NO; Position/Title: PRESIDENT; Duties: DEVELOP AND EXECUTE STRATEGY AND OPERATIONS OF THE COMPANY; Start date: 01/01/24; Approximate number of hours/mo.: 160; Approximate number of hours per month during securities trading hours: 140
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-26 |
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