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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-10 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bingham High School | South Jordan | UT | 08/2014 | 05/2017 |
| Utah Valley University | Orem | UT | 05/2017 | 03/2020 |
| Utah Valley University | Orem | UT | 03/2020 | 09/2020 |
| Alliance Benefit Group | Midvale | UT | 09/2020 | 09/2021 |
| Greenix Pest Control | Orem | UT | 04/2021 | 12/2022 |
| Utah Valley University | Orem | UT | 01/2022 | 05/2023 |
| Searcy Financial Services | Overland Park | KS | 01/2023 | 10/2024 |
| Summers Law | Salt Lake City | UT | 05/2017 | 03/2018 |
| Allos Investment Advisors, Llc | Overland Park | KS | 01/2023 | 10/2024 |
| Capita Financial Network | Draper | UT | 02/2025 | Present |
| Unemployed | Saratoga Springs | UT | 10/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-12 |
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