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Lehi, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
| UT | RA | APPROVED | 2020-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Orem | UT | 02/2018 | 07/2019 |
| World Financial Group, Inc. | Pocatello | ID | 02/2016 | 07/2019 |
| Idaho Central Credit Union | Pocatello | ID | 08/2017 | 05/2018 |
| Zions Bank | Spanish Fork | UT | 05/2014 | 05/2017 |
| Interactive Financial Advisors | Pocatello | ID | 08/2019 | 08/2020 |
| Brooklight Place Securities | Pocatello | ID | 07/2019 | 10/2019 |
| Driven Investments Llc | Pocatello | ID | 08/2020 | Present |
| Vandyk Mortgage | Pocatello | ID | 12/2018 | 07/2019 |
| Transamerica Financial Advisors | Pocatello | ID | 03/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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