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111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-27 |
Branch Locations
111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cynosure Group | Salt Lake City | UT | 01/2014 | Present |
1) Snowbird Holdings, LLC; non-investment-related; 9600 Little Cottonwood Canyon Road, Snowbird, UT 84092; ski and summer resort; 05/2014; 5 hours per month (includes during trading hours); member of the Board of Managers. 2) Keystone National Group, LLC; 60 E. South Temple, Suite 2100, Salt Lake City, UT, 84111; an SEC-registered advisory firm focused on investment solutions in the private credit and real estate spaces; 2/2025; 5 hours per month (including during trading hours); member of Board of Trustees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
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