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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-21 |
Branch Locations
630 N Main St, Farmington, UT 84025 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | Farmington | UT | 04/2026 | Present |
| Sapphire Wealth Management | Lehi | UT | 07/2024 | 11/2025 |
| Climb Works Keana Farms | Kahuku | HI | 02/2020 | 12/2023 |
| Loveland Living Planet Aquarium | Sandy | UT | 12/2019 | 01/2020 |
| Alsco Uniforms | Slc | UT | 07/2019 | 10/2019 |
| Go Wireless - Verizon Wireless Premium Retailer | Sandy | UT | 01/2019 | 03/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Chihuahua | 12/2017 | 12/2018 | |
| Rileys | West Jordan | UT | 06/2017 | 11/2017 |
| Wealth Enhancement Group | Farmington | UT | 12/2025 | Present |
| Byu | Provo | UT | 12/2023 | 12/2025 |
| Vivint | West Jordan | UT | 04/2019 | 07/2019 |
| Highschool | West Jordan | UT | 08/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-20 |
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