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195 North State Street Suite 200 - Owm, Lindon, UT 84042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-20 |
Branch Locations
195 North State Street Suite 200 - Owm, Lindon, UT 84042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Home Mortgage | Orem | UT | 11/2008 | 10/2018 |
| Ridge Home Loans | Lindon | UT | 10/2018 | Present |
| Oxford Wealth Management, Llc | Lindon | UT | 08/2026 | Present |
I am currently the lending manager and loan officer of a mortgage brokerage that I own, RIDGE home loans. We do residential loans/ non investment related / 140 S Main Lindon, UT , began 10/2018. Hours average about 10-30 / week mostly during trading hours depending on how busily we are. My main responsibility is loan officer and managing the business. This is the same business I entered in my work history
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
| S66 | Uniform Combined State Law Examination | 2004-06-16 |
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