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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-04 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Orem, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mawhinney Enterprises, Inc. | Phoenix | AZ | 01/2018 | 01/2023 |
| Mawhinney Enterprises, Inc. | Heber City | UT | 08/2000 | 12/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2018 | 04/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2018 | 04/2021 |
| Dairy Keen | Midway | UT | 01/2011 | 01/2018 |
| Peterson Wealth Advisors, Llc | Orem | UT | 06/2021 | 11/2021 |
| Fidelity Investments | Salt Lake City | UT | 01/2023 | 06/2023 |
| Stream Financial Advice | Orem | UT | 05/2023 | 07/2026 |
| Facet | West Palm Beach | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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