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5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-05 |
| TX | RA | APPROVED | 2024-02-01 |
Branch Locations
5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 04/2017 | 09/2022 |
| United States Marine Corps | Various | CA | 01/2011 | 01/2017 |
| Founders Firm | Salt Lake City | UT | 02/2017 | 04/2017 |
| Unemployed | Salt Lake City | UT | 01/2017 | 02/2017 |
| Bank Of America, N.A. | Salt Lake City | UT | 09/2017 | 09/2022 |
| Axxcess Wealth Management, Llc | Lehi | UT | 09/2022 | Present |
| Maddix Holdings Llc | Lehi | UT | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-10 |
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