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155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-02 |
Branch Locations
2801 N Thanksgiving Way 190, Lehi, UT 84043 • United States
155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sugarhouse Awning Industries | Midvale | UT | 05/2016 | 03/2017 |
| Rovin Capital | Lehi | UT | 04/2023 | 02/2026 |
| N/A | Midvale | UT | 03/2017 | 04/2019 |
| N/A | Sandy | UT | 11/2022 | 04/2023 |
| Cw Advisors, Llc | Lehi | UT | 02/2026 | Present |
| Moxie Pest Control | Provo | UT | 10/2020 | 10/2022 |
| Nomo Pest Soultions | Orem | UT | 04/2019 | 08/2020 |
1) Licensed real estate agent; Not investment-related; Lehi, UT, 84043; Real estate; Real Estate Agent; 1 hour per month, 0 during trading hours; assists clients with buying, selling, or leasing properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-25 |
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