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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-05 |
| UT | RA | APPROVED | 2024-02-22 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 09/2017 | 02/2018 |
| Cambridge Investment Research | Fairfield | IA | 09/2017 | 02/2018 |
| Utah Valley University | Orem | UT | 05/2015 | 05/2017 |
| Peterson Wealth Advisors | Orem | UT | 02/2018 | 02/2018 |
| Medicus Wealth Planning | Draper | UT | 09/2018 | 01/2020 |
| Medicus Wealth Planning | Draper | UT | 01/2020 | 07/2021 |
| Firstpurpose Wealth | Orem | UT | 07/2021 | 12/2023 |
| Home | Provo | UT | 05/2017 | 09/2017 |
| Home | Provo | UT | 02/2018 | 09/2018 |
| Diversify Wealth Management | Orem | UT | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-30 |
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