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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-05 |
Branch Locations
5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
5295 S Commerce Dr Suite 175, Salt Lake City, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Norden Group | Salt Lake City | UT | 07/2025 | Present |
| Deseret Mutual Benefit Administrators | Salt Lake City | UT | 11/2024 | 07/2025 |
| Mountain America Credit Union | West Jordan | UT | 05/2024 | 11/2024 |
| Bethco Solutions | American Fork | UT | 09/2023 | 12/2023 |
| Kangaroof | Morgan | UT | 04/2022 | 08/2022 |
| Utah Valley University | Orem | UT | 09/2021 | 05/2025 |
| Student | Orem | UT | 09/2014 | 06/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Orem | UT | 07/2019 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
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