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11421 W. Bernardo Court, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-18 |
| UT | RA | APPROVED | 2024-01-18 |
Branch Locations
4175 N Forestdale Drive Suite 202, Park City, UT 84098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Air Force | Spangdahlem Ab | 07/2012 | 12/2023 | |
| Beta Wealth Group | Park City | UT | 01/2024 | Present |
U.S. Air Force Reserves Office of Special Investigations (OSI). Not investment related. OSI Detachment 221, Mountain Home AFB, Idaho Criminal Investigations. Special Agent. December 29, 2023. Approximately 16 hours/month, with two weeks full time. 8 hours. Investigate felony-level crimes perpetrated against the Federal government and those working for it. Enrolled Agent (EA), may from time to time assist individuals with tax preparation or related tax matters, devoting approximately 1% of his time to this activity. Not investment-related. February 2024. Clients of Beta Wealth Group, Inc. may be offered these services; however, they are under no obligation to utilize them. Affiliated with Beta Wealth Group Tax & Accounting, PLLC, through which he may receive compensation for tax or accounting services. Devoting approximately 1% of his time to this activity. February 2026. Clients of Beta Wealth Group, Inc. may be offered these services but are under no obligation to use them, and may select any provider. This affiliation creates a financial incentive to recommend these services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-03 |
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