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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-27 |
Branch Locations
Salt Lake City, UT • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Houston | TX | 11/2015 | 04/2020 |
| Charles Schwab Bank | Houston | TX | 11/2015 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 04/2020 | 05/2021 |
| Bank Of America, N.A. | Salt Lake City | UT | 04/2020 | 05/2021 |
| Charles Schwab & Co., Inc. | Salt Lake City | UT | 07/2021 | 07/2023 |
| Charles Schwab Bank, Ssb | Salt Lake City | UT | 07/2021 | 07/2023 |
| Lpl Enterprise Llc | Sherman Oaks | CA | 06/2026 | 06/2026 |
| Arc Intelligence | Salt Lake City | UT | 01/2024 | Present |
| University Of Utah | Salt Lake City | UT | 07/2023 | 01/2024 |
| Paylogics | Lindon | UT | 05/2026 | Present |
| Portside Wealth Group | Provo | UT | 08/2026 | Present |
1. PayLogics - Outside/W-2 Employment - NOT INV REL - Lindon UT - OBA Start date: 05/04/2026 - 100 Hour(s)/Month – 80 Hour(s) During Trading 2. ROBERT TORRES N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Salt Lake City UT - OBA Start date: 03/18/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 3. ARC Intelligence- Owner-NOT INV REL- holding company- for business conducted with businesses that need business services ie. merchant services, M&A- 1 hr time currently.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-02 |
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