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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 | 2021-12-03 |
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 |
|---|---|---|---|---|
| Ares Management Llc | Los Angeles | CA | 01/2015 | 08/2018 |
| Ares Investor Services Llc | Los Angeles | CA | 01/2015 | 08/2018 |
| Instar Management Inc. | Salt Lake City | UT | 09/2018 | 09/2021 |
| Foreside Fund Services, Llc | Salt Lake City | UT | 09/2018 | 09/2021 |
| Wasatch Advisors, Lp. | Salt Lake City | UT | 09/2021 | Present |
| Alps Distributors, Inc. | Denver | CO | 12/2021 | Present |
WASATCH ADVISORS LP, INVESTMENT RELATED, 505 WAKARA WAY 3RD FL SALT LAKE CITY UT 84108, INVESTMENT ADVISOR, VICE PRESIDENT INSTITUTIONAL BUSINESS DEVELOPMENT, 09/2021, 160 HRS/MON, 130 HRS/MON DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-29 |
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