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6510 S. Millrock Dr, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-23 |
Branch Locations
70 Santa Felicia Drive, Goleta, CA 93117 • United States
6510 S. Millrock Dr, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walpole & Co. Llp | Goleta | CA | 07/2022 | 04/2024 |
| Crql, Inc. | Santa Barbara | CA | 01/2021 | 01/2025 |
| Northern Arizona University | Flagstaff | AZ | 09/2018 | 05/2021 |
| Cu Boulder | Boulder | CO | 09/2017 | 05/2018 |
| Parris Construction | Santa Barbara | CA | 08/2021 | 12/2021 |
| Pickles & Swiss | Santa Barbara | CA | 06/2019 | 08/2020 |
| Blue Star Parking | Santa Barbara | CA | 06/2017 | 09/2018 |
| Bishop Garcia Diego High | Santa Barbara | CA | 09/2014 | 06/2017 |
| Platform Wealth Advisors | Holladay | UT | 04/2024 | Present |
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