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Current Employers
White Pine Financial Llc

Draper, UT • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-30
  • AZ RA
    APPROVED
    Since 2024-05-30

Branch Locations

Queen Creek, AZ • United States

Draper, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amazon Tempe AZ 05/2021 Present
Brigham Young University Provo UT 05/2019 05/2021
White Pine Financial Queen Creek AZ 04/2024 Present
University Of Utah Salt Lake City UT 08/2017 05/2019
The Church Of Jesus Christ Of Latter-Day Saints Osorno 07/2015 07/2017
  • 05/2021 → Present
    Amazon
    Tempe, AZ
  • 05/2019 → 05/2021
    Brigham Young University
    Provo, UT
  • 04/2024 → Present
    White Pine Financial
    Queen Creek, AZ
  • 08/2017 → 05/2019
    University Of Utah
    Salt Lake City, UT
  • 07/2015 → 07/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Osorno
Other Businesses

Amazon; not investment related; 60 East Rio Salado Parkway, Tempe, AZ 85281; software development engineer; started 05/2021; work 160 hours/month; 100 hours/month during securities trading hours; software development

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-06
  • S65 Uniform Investment Adviser Law Examination
    2024-02-06

View on SEC IAPD

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