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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 | 2023-12-11 |
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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | New York | NY | 08/2016 | 09/2022 |
| Jp Morgan Securities Llc | New York | NY | 08/2016 | 09/2022 |
| Alps Distributors, Inc. | Denver | CO | 12/2022 | Present |
| Wasatch Advisors, Lp. | Salt Lake City | UT | 10/2022 | Present |
WASATCH ADVISORS LP, INVESTMENT RELATED, 505 WAKARA WAY 3RD FL SALT LAKE CITY UT 84108, ASSET MANAGEMENT, CLIENT PORTFOLIO MANAGER, 10/2022, 160 HRS/MON, 130 HRS/MON DURING TRADING, FUND RESEARCH & ANALYSIS CLIENT COMMUNICATION BUSINESS DEVELOPMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-25 |
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