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Highland, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Divvy | Draper | UT | 01/2021 | 12/2021 |
| Bill | Draper | UT | 01/2022 | 01/2026 |
| Podium | Lehi | UT | 03/2019 | 12/2021 |
| Apio | Lehi | UT | 10/2018 | 02/2019 |
| Selecthealth | Murray | UT | 12/2017 | 09/2018 |
| Arup | Salt Lake City | UT | 06/2017 | 12/2017 |
| Chick-Fil-A | South Jordan | UT | 05/2015 | 12/2016 |
| University Of Utah | Salt Lake City | UT | 05/2015 | 12/2018 |
| Investable Wealth Llc | Highland | UT | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-13 |
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