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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-22 |
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
1345 S 1110 W, Orem, UT 84058 • United States
9950 Woodloch Forest Drive Suite 1560, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Ridge High School | Conroe | TX | 08/2016 | 05/2020 |
| Red Lobster | The Woodlands | TX | 01/2020 | 05/2020 |
| The Church Of Jesus Christ Of Latter-Day Saints | Birmingham | AL | 06/2020 | 07/2022 |
| Brigham Young University | Provo | UT | 08/2022 | 04/2024 |
| Sanctuary Securities, Inc. | The Woodlands | TX | 04/2024 | 08/2024 |
| Brigham Young University | Provo | UT | 08/2024 | 12/2024 |
| Tomiplan | Midvale | UT | 01/2025 | 02/2026 |
| Sanctuary Securities, Inc. | The Woodlands | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-20 |
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