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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-16 |
Branch Locations
14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 06/2015 | 11/2018 |
| Bank Of America, N.A. | Salt Lake City | UT | 12/2016 | 11/2018 |
| Fidelity Investments | Salt Lake City | UT | 06/2020 | 05/2022 |
| Andrew La Enterprises | Bountiful | UT | 01/2019 | 06/2020 |
| Bill | Draper | UT | 07/2022 | Present |
| Adp Broker-Dealer, Inc. | Salt Lake City | UT | 01/2024 | Present |
| Adp, Inc. | Salt Lake City | UT | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-18 |
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