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11925 South 700 East, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Sanpete School District | Ephraim | UT | 03/2015 | 06/2020 |
| Oxbow Academy | Mt. Pleasant | UT | 06/2020 | 08/2020 |
| Wi-Fiber Inc | Logan | UT | 03/2021 | 01/2023 |
| Utah State University | Logan | UT | 08/2020 | 03/2021 |
| Unemployed | Saratoga Springs | UT | 02/2023 | 04/2023 |
| Elevated Capital Advisors | Sandy | UT | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-10 |
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