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Mahwah, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sound Financial Planning, Inc. | Mount Vernon | WA | 01/2019 | 12/2019 |
| Western Digital | Orem | UT | 06/2017 | 01/2019 |
| Frandsen Morrill Advisors | Provo | UT | 01/2018 | 06/2018 |
| Securitymetrics | Orem | UT | 02/2015 | 06/2017 |
| Sound Financial Planning, Inc. | Mount Vernon | WA | 11/2019 | 12/2019 |
| Dentist Advisors | South Jordan | UT | 12/2019 | 04/2022 |
| Elements Technology, Inc. | South Jordan | UT | 07/2020 | 10/2024 |
| Dentist Advisors | South Jordan | UT | 10/2024 | 07/2025 |
| Drucker Wealth | New York | NY | 10/2025 | Present |
| Scaling Motions | Kuna | ID | 07/2025 | Present |
07/2025 Scaling Motion, Non- Investment Related; 2876 W Navy St, Kuna, ID 83634; Founder; Consulting; 3-5 hours/month; 0 hours during trading hours; Consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
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