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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 09/2023 | 03/2025 |
| Squeeze | Orem | UT | 09/2022 | 09/2023 |
| Sundae | San Francisco | CA | 04/2022 | 09/2022 |
| Squeeze | Orem | UT | 01/2021 | 04/2022 |
| Eliteworks | Lehi | UT | 05/2020 | 12/2020 |
| Whytry Llc. | Provo | UT | 03/2019 | 04/2020 |
| Precoa | Orem | UT | 08/2018 | 03/2019 |
| Wadsworth Design | Vineyard | UT | 07/2018 | 07/2018 |
| Indirect Lending Technologies | Salt Lake City | UT | 11/2016 | 01/2017 |
| Unemployed | Orem | UT | 07/2016 | 11/2016 |
| Extended Travel | Chicago | IL | 01/2017 | 07/2018 |
| Utah Valley University | Orem | UT | 08/2018 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 05/2026 | Present |
| Bank Of America, N.A. | Provo | UT | 07/2026 | Present |
I*4665284, Entity Type Entity For Profit, Name of OBA: Bevfix LLC Address: Springville Utah 84663 Investment Related: No Position, Title, Association: Officer,General Partner/Managing Member,Owner Employee Start Date: 09/18/2024 No Hours: 7 weekly No Hours during trading:0 Duties:I am a co-owner and active operating partner for the company. I oversee our wholesale and sales efforts as well as manage inventory and handle legal and administrative duties. I do not spend more than 5-10 hours a week on these responsibilities, I am fairly hands off. Mostly administrative work. We are a retail ecommerce platform that sells "on-the-go dirty soda" drink pouches. Consumer sales. The Purpose is to supplement income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-16 |
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