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Account
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1314 West 11400 South Suite 201, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-12-17 |
| ID | RA | APPROVED | 2024-10-14 |
| TX | RA | APPROVED | 2024-05-03 |
| UT | RA | APPROVED | 2024-03-04 |
Branch Locations
1314 West 11400 South Suite 201, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Salt Lake City | UT | 05/2016 | 07/2018 |
| Mml Investors Services, Llc | Salt Lake City | UT | 11/2017 | 07/2018 |
| Full-Time Student | Logan | UT | 05/2014 | 05/2017 |
| Peak Investment Coaching, Llc | Logan | UT | 07/2018 | 09/2019 |
| Freedom Financial Coaching, Llc | Smithfield | UT | 04/2019 | 10/2025 |
| Tencap Wealth Coaching, Llc | South Jordan | UT | 02/2024 | Present |
| Sole Proprietor Insurance Agent Dba Freedom Ancillary Services | Smithfield | UT | 10/2020 | Present |
| Mml Investors Services, Llc | Salt Lake City | UT | 06/2018 | 07/2018 |
| Inclusive Sports Foundation | Corona | CA | 06/2024 | Present |
| Utah State University | Logan | UT | 10/2025 | Present |
~1) Freedom Ancillary Services; Investment-related; Smithfield, UT; Insurance services as an independent insurance agent; Start: 10/2020; Approximately 5 hours/month during trading hours with 1 hour during sec trading. ~2) Freedom Financial Coaching, LLC; Business entity held to receive income; Owner; Smithfield, UT; Start: 11/2018; Less than 1 hour/month. ~3) Inclusive Sports Foundation; Not investment-related; Corona, CA; Nature of business: non-profit organization focuses on inclusivity in sports and activities for special needs individuals; Position: CFO/Board Member; Start: 06/2024; Approximately 20 hours/month with 10 hours/month during sec hours; Duties: manage finances/collect donations; ~4) Utah State University; Not investment-related; Address: 1800 Old Main Hill, Logan, Utah 84322-1800; Nature of business: NCAA Name, Image & Likeness (NIL) administration and advisory; Title: Assistant Athletic Director of Name Image and Likeness (NIL); Start date: 10/20/2025; Approx. hours/month: 50; Hours/month during securities trading: 10; Brief duties: Oversee NIL collective operations, coordinate with university and student-athletes, manage contracts and compliance, assist with fundraising and public relations; 10% income or time: Yes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-27 |
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