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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-25 |
Branch Locations
505 Wakara Way Suite 220, Salt Lake City, UT 84108 • United States
West Jordan, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 07/2007 | 12/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2021 |
| Tiaa | Salt Lake City | UT | 09/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 09/2023 | Present |
| Unemployed | West Jordan | UT | 01/2022 | 01/2023 |
| E-Health | West Jordan | UT | 02/2023 | 07/2023 |
| Unemployed | West Jordan | UT | 07/2023 | 09/2023 |
Name: Tracy Kennard Position: I and my wife are owners of this rental house, mostly for family now may consider other options in the future.Nature: This is a long term rental. We may consider turning part or all to a VBO in the future.Investment Related: YesHours: 4Securities Trading Hours: 0Start Date: 10/19/2019 Address: Home Address, West Jordan UT 84088, United States Description: I have one rental that is currently rented to my son and his family.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-18 |
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