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Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-06-01 |
Branch Locations
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 06/2015 | 01/2020 |
| Townsquare Capital Llc | Provo | UT | 02/2020 | Present |
| Brinker Capital Securities, Llc | Berwyn | PA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-20 |
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