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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| UT | RA | APPROVED | 2024-05-16 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 03/2018 | 11/2018 |
| Brigham Young University | Provo | UT | 04/2014 | 04/2018 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 11/2018 | 04/2020 |
| Charles Schwab & Co., Inc. | Reno | NV | 04/2020 | 02/2023 |
| Charles Schwab Bank Ssb | Reno | NV | 04/2020 | 02/2023 |
| Farther Finance Advisors | Sandy | UT | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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