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Provo, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategis Financial Group, Inc. | Provo | UT | 12/2004 | Present |
| Stonehurst Securities, Inc. | Folsom | CA | 09/2006 | Present |
| Bonneville Multi-Family Office | Provo | UT | 10/2011 | Present |
| Bonneville Multi-Family Office | Provo | UT | 10/2011 | Present |
| Utah Valley University | Orem | UT | 09/2010 | Present |
2.ASSIST MOTHER W/ HER ESTATE, MEDICAID, HEALTH,LONG TERM & ELDER CARE ISSUES.NON- INVEST, 20HRS/MO-0HRS T 3.CHARITABLE SERVICE W/CHURCH, NON-INVEST, 40HRS/MO-0HRS TH 4. SHADOWBROOK CONDO OWNERS ASSOC, NON-INVEST, 3300 SHADOWBROOK CIR, PROVO, UT 84604, B.O.D./TREASURER, 1999,10HRS/MO-0HRS TH, PAY BILLS, ATTEND MTGS, PREPARE FINANCIAL REPORTS. 5 ADJUNCT FACULTY WITH UVU, TEACH PERSONAL FINANCIAL MANAGEMENT FOR AVSC STUDENTS FACE-TO-FACE AND DISTANCE ED. 10-30 HOURS/WEEK DEPENDING ON NUMBER OF CLASSES AND STUDENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-08 |
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