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88 West Center Street, Logan, UT 84321 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-07-13 |
| ID | RA | APPROVED | 2026-07-10 |
| UT | RA | APPROVED | 2023-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Investment Coaching | Logan | UT | 09/2023 | Present |
| Schreiber Foods Inc. | Carthage | MO | 02/2017 | 07/2023 |
| Mattress Firm | Riverdale | UT | 03/2015 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-12 |
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