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1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-06 |
Branch Locations
1850 W. Ashton Blvd Suite 175, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Cu | Salt Lake City | UT | 07/2023 | 04/2025 |
| Lpl Financial Llc | Salt Lake City | UT | 07/2023 | 04/2025 |
| Utah Community Credit Union | Orem | UT | 06/2021 | 07/2023 |
| Nuskin | Provo | UT | 04/2021 | 06/2021 |
| Sykes | Provo | UT | 01/2019 | 04/2021 |
| Student/ Unemployed | Queen Creek | AZ | 07/2013 | 01/2019 |
| Capital Wealth, Llc | Lehi | UT | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-04 |
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