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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-24 |
Branch Locations
36 South State Street Suite 1125, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Salt Lake City | UT | 04/2017 | 01/2024 |
| Corient | Salt Lake City | UT | 01/2024 | Present |
| Corient Services Llc | Miami | FL | 01/2024 | Present |
| Zions Direct | Salt Lake City | UT | 06/2002 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-11 |
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