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450 West 33Rd Street Floor 11, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-03 |
| NY | RA | APPROVED | 2024-04-25 |
| TX | RA | APPROVED | 2024-04-25 |
Branch Locations
Washington, UT • United States
450 West 33Rd Street Floor 11, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | American Fork | UT | 11/2019 | 09/2020 |
| Costco Wholesale | Spanish Fork | UT | 06/2018 | 07/2019 |
| Northwestern Mutual Life Insurance Company | Provo | UT | 05/2018 | 06/2018 |
| Utah Valley University | Orem | UT | 01/2018 | 05/2018 |
| Utah Valley University | Orem | UT | 08/2017 | 11/2019 |
| Ecoshield Pest Control | Livermore | CA | 05/2017 | 08/2017 |
| Wells Fargo | Hurricane | UT | 06/2016 | 05/2017 |
| Deseret Mutual Benefit Administrators | Salt Lake City | UT | 10/2020 | 04/2021 |
| Unemployed | Pleasant Grove | UT | 05/2021 | 08/2021 |
| Firstpurpose Wealth | Orem | UT | 08/2021 | 02/2024 |
| Dfpg Investments, Llc | Sandy | UT | 02/2022 | Present |
| Diversify Wealth Management, Llc | Sandy | UT | 02/2024 | Present |
| Betterment | New York | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
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