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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-29 |
Branch Locations
620 South 400 East, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Your Ia | Santaquin | UT | 06/2026 | Present |
| Common Sense Financial | Santaquin | UT | 05/2026 | Present |
| Pfs Investments Inc. | American Fork | UT | 05/2017 | 02/2018 |
| Primerica Financial Services | American Fork | UT | 03/2016 | 02/2018 |
| Maceys | Pleasant Grove | UT | 01/2017 | 02/2018 |
| America First Credit Union | Pleasant Grove | UT | 01/2016 | 09/2016 |
| Fidelity Brokerage Services Llc | American Fork | UT | 02/2018 | 05/2026 |
| The Maize | Spanish Fork | UT | 10/2016 | 10/2017 |
Common Sense Financial | Investment-Related | 315 S 500 E Suite 202 American Fork UT 84003 | Insurance Sales | Agent | Independent Contractor | May 2026 | 40 hour per week | 40 hours per week during trading hours | Independent insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-15 |
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