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505 Wakara Way 3Rd Floor, Salt Lake City, UT 84108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-01 |
Branch Locations
505 Wakara Way 3Rd Floor, Salt Lake City, UT 84108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wasatch Global Investors | New York City | NY | 04/2024 | Present |
| Brown Brothers Harriman | New York City | NY | 12/2018 | 04/2024 |
| Wasatch Advisors | Salt Lake City | UT | 05/2018 | 11/2018 |
| Voya Investment Management | New York City | NY | 07/2009 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-31 |
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