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75 W. Towne Ridge Parkway Suite 460, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-15 |
Branch Locations
75 W. Towne Ridge Parkway Suite 460, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Las Vegas | NV | 05/2023 | 11/2023 |
| Bingham High School | South Jordan | UT | 07/2016 | 06/2019 |
| Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 07/2019 | 07/2021 |
| Utah Valley University | Orem | UT | 08/2021 | 05/2024 |
| Cedarwood At Sandy | Sandy | UT | 02/2017 | 05/2017 |
| Keystone Construction | American Fork | UT | 07/2021 | 10/2021 |
| Master Roofing | Lindon | UT | 10/2021 | 05/2023 |
| Lincoln Financial Advisors Corporation | Salt Lake City | UT | 11/2023 | 05/2024 |
| Net Worth Advisory Group | Sandy | UT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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