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4844 N 300 W Ste 300, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstpurpose Wealth | Orem | UT | 07/2023 | 02/2024 |
| Crumbl Cookies | Pleasant Grove | UT | 09/2022 | Present |
| Hibiscus Legal | Draper | UT | 09/2021 | Present |
| Doterra International Llc | Pleasant Grove | UT | 03/2021 | 09/2022 |
| York Howell & Guymon | Salt Lake City | UT | 09/2018 | 02/2021 |
| Weber State University | Ogden | UT | 01/2017 | 06/2020 |
| Deloitte | Salt Lake City | UT | 03/2014 | 09/2018 |
| Diversify Advisory Services, Llc | Sandy | UT | 02/2024 | Present |
Hibiscus Legal (not investment related) Draper, UT Attorney for entrepreneurs and business owners Started September 2021 80 hours per month total and all during securities trading hours Legal work and advice for entrepreneurs and business owners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-21 |
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