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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-06 |
Branch Locations
520 N Market Place Drive, Ste #100, Centerville, UT 84014 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 06/2025 | 04/2026 |
| Cetera Advisor Networks | Midvale | UT | 09/2024 | 05/2025 |
| Grit Marketing | Lindon | UT | 05/2022 | 02/2024 |
| Greenix Pest Control | Orem | UT | 10/2022 | 12/2022 |
| Goldenwest Credit Union | Lehi | UT | 10/2021 | 04/2022 |
| Utah Valley University | Orem | UT | 08/2021 | 12/2025 |
| Unemployed | Draper | UT | 08/2021 | 09/2021 |
| Church Of Jesus Christ Of Latter Day Saints | Houston | TX | 08/2019 | 08/2021 |
| Steam Team Utah | Bluffdale | UT | 04/2019 | 07/2019 |
| Corner Canyon High School | Draper | UT | 08/2015 | 06/2019 |
| Edelman Financial Engines | Santa Clara | CA | 04/2026 | 06/2026 |
| Ars | Centerville | UT | 06/2026 | Present |
| Cwm, Llc | Omaha | NE | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-16 |
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