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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
1372 N Canyon Creek Pkwy, Spanish Fork, UT 84660 • United States
1177 South University Avenue, Provo, UT 84601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Provo | UT | 08/2026 | Present |
| J.P. Morgan Securities Llc | Provo | UT | 08/2026 | Present |
| Morgan Stanley/E*Trade | Sandy | UT | 05/2025 | 08/2026 |
| Unemployed | Magna | UT | 04/2025 | 04/2025 |
| Oneamerica Securities, Inc | Sandy | UT | 07/2023 | 03/2025 |
| American United Life | Sandy | UT | 02/2023 | 03/2025 |
| One Financial | Sandy | UT | 02/2023 | 03/2025 |
| Life Changing Services | Salt Lake City | UT | 08/2021 | 06/2023 |
| Enlite Home | Sandy | UT | 05/2022 | 08/2022 |
| Unemployed | West Jordan | UT | 08/2016 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-04 |
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