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Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-20 |
Branch Locations
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Westminster | CO | 09/2016 | 10/2019 |
| Townsend & Associates, Inc | Westminster | CO | 09/2016 | 10/2019 |
| Edward Jones | St. Louis | MO | 03/2020 | 09/2020 |
| Unemployed | Westminster | CO | 10/2019 | 03/2020 |
| Lpl Financial, Llc | Winchester | VA | 11/2020 | 07/2023 |
| Wealthcare Advisory Partners, Llc | Winchester | VA | 11/2020 | 09/2021 |
| Water Street Financial | Winchester | VA | 10/2021 | 07/2023 |
| Brinker Capital Securities, Llc | Berwyn | PA | 07/2023 | Present |
| Townsquare Capital, Llc | Provo | UT | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-29 |
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