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South Jordan, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 114Th Financial Lc | South Jordan | UT | 06/2024 | Present |
| Practice Financial Group, Llc | Jacksonville | OR | 06/2021 | 12/2023 |
| Practice Financial Group, Llc | Jacksonville | OR | 06/2019 | 06/2021 |
| Brigham Young University | Provo | UT | 06/2015 | 05/2019 |
| Self Employed/Sole Proprietor | South Jordan | UT | 01/2024 | Present |
Compliance consulting for investment advisors as a self-employed sole proprietor, beginning January 2024 through present. This takes approximately 2 hours per week and involved conducting compliance reviews for an SEC-registered investment advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-10 |
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