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10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-05 |
Branch Locations
10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States
805 Sw Broadway, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Driven Investments Llc | Lehi | UT | 05/2025 | Present |
| Mountain America Credit Union | West Jordan | UT | 10/2024 | 05/2025 |
| Utah Community Credit Union | Provo | UT | 09/2023 | 10/2024 |
| State Fire | Salt Lake City | UT | 02/2023 | 09/2023 |
| Kauwe Construction | Orem | UT | 01/2022 | 02/2023 |
| Kester Consulting | Loomis | CA | 10/2021 | 01/2022 |
| The Church Of Jesus Christ Of Latter-Day Saints | Fort Collins | CO | 10/2019 | 10/2021 |
| Student | Orem | UT | 01/2015 | 10/2019 |
| Osaic Wealth, Inc | Provo | UT | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-10 |
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