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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
7500 San Felipe St. Suite 400, Houston, TX 77063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 05/2023 | 03/2026 |
| Brigham Young University - Provo | Provo | UT | 03/2023 | 04/2023 |
| Smith Ai | Los Altos | CA | 09/2022 | 02/2023 |
| Optimal Logistics | Rexburg | ID | 03/2021 | 08/2022 |
| Super Saver Card | Rexburg | ID | 08/2021 | 09/2021 |
| Brigham Young University - Idaho | Rexburg | ID | 12/2021 | 04/2022 |
| Albertsons | Rexburg | ID | 09/2020 | 02/2021 |
| Albertsons | Twin Falls | ID | 06/2020 | 08/2020 |
| Burger King | Rexburg | ID | 01/2017 | 05/2017 |
| Full-Time Education | Twin Falls | ID | 06/2017 | 07/2018 |
| Extended Travel | Tegucigalpa | 08/2018 | 05/2020 | |
| Full-Time Education | Rexburg | ID | 09/2016 | 12/2016 |
| Brigham Young University - Idaho | Rexburg | ID | 08/2020 | 12/2022 |
| Brigham Young University - Provo | Provo | UT | 01/2023 | 05/2023 |
| Mission Wealth Management, Lp | Houston | TX | 03/2026 | Present |
OBA-117203|OrgNmn:Monte Videos|Org Addr:Orem,Utah,US|OBA Nature:Provide wedding photography an|Invst Rel:N|Title:Partner|Duties:Promote the business by helping attract new clients. Help track revenues and expenses. Help with behind the scenes tasks as needed (Ex: Regist|StrtDt:04-01-25|TotHrs/mon:15|TrdHrs/mon:0|OBA-106813|OrgNmn:Joint Tik Tok Account with Wife|Org Addr:Orem, UT 8,Utah,US|OBA Nature:Posting non-finance related co|Invst Rel:N|Title:Content Creator|Duties:Posting a video a couples times a week |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-20 |
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