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562 Technology Avenue Suite C-15, Orem, UT 84097 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-27 |
Branch Locations
562 Technology Avenue Suite C-15, Orem, UT 84097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iconiq Capital | San Francisco | CA | 07/2017 | 05/2018 |
| Merrill Lynch | Provo | UT | 09/2016 | 06/2017 |
| Epiq Capital Group Llc | San Francisco | CA | 05/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 01/2019 | 03/2021 |
| Global Financial Advisors | Provo | UT | 08/2016 | 04/2017 |
| Brigham Young University | Provo | UT | 08/2014 | 04/2017 |
| Bank Of America, N.A. | Provo | UT | 02/2019 | 03/2021 |
| Drive Wealth Advisers | Lehi | UT | 03/2021 | 03/2025 |
| Exponent Wealth | Provo | UT | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-29 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-16 |
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