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2600 W. Executive Parkway Suite 360, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-24 |
Branch Locations
2600 W. Executive Parkway Suite 360, Lehi, UT 84043 • United States
Queen Creek, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vivint Solar | Phoenix | AZ | 01/2019 | 12/2021 |
| Stonebriar Wealth | Lehi | UT | 01/2022 | Present |
| Tmw | Mesa | AZ | 01/2018 | 12/2018 |
| Redman Van And Storage | West Valley City | UT | 01/2016 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-04 |
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