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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-11 |
| UT | RA | APPROVED | 2017-09-15 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 05/2015 | Present |
| Bike Peddler | American Fork | UT | 09/2013 | 04/2017 |
| Brigham Young University | Provo | UT | 01/2016 | 04/2017 |
| Bank Of America, N.A. | Salt Lake City | UT | 08/2017 | Present |
I*126263 For profit or not for profit: For-Profit Organization Name of outside business organization: Bike Peddler Investment related: N Address of business: Lehi, Utah 84043 Nature of business: LLC, Position, title, association: Part-Time, Start date of relationship: 8/1/2019 Number of hours devoted: 30 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Part-time help for bike sales and service I*1785315 Entity Type, N/A Name of OBA:Rental Property 1 Address:Farmington,UTAH,84025 Investment Related: NO Position, Title, Association:Co-owner with other family members Employee Start Date: 04/09/2024 No Hours: 0 YEARLY No Hours during trading: 0 Duties:N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-08 |
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