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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-01-12 |
Branch Locations
1882 W. Pleasant Grove Blvd Ste E, Pleasant Grove, UT 84062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Las Vegas | NV | 08/2017 | 03/2020 |
| Vivint Smart Home | Provo | UT | 04/2012 | 08/2017 |
| Cambridge Financial/ Penn Mutual | Cedar City | UT | 09/2016 | 12/2016 |
| Td Ameritrade | Salt Lake City | UT | 03/2020 | 12/2020 |
| Charles Schwab & Co., Inc. | Pleasant Grove | UT | 11/2020 | Present |
1) Kohler Black Sole Proprietor | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|4/4/2016|Less than 20|0|I own a couple of single family properties in my own name that I rent out tenants. , 2) Blue Mountain RV & Trading | Investment Related:No|1930 S Main St|Blanding|Utah|84511|US|Other|Owner|8/3/2026|Less than 20|0|Co-owner, along with my wife, of this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-28 |
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