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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-14 |
| UT | RA | APPROVED | 2024-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 05/2020 | 09/2024 |
| Unemployed | Lehi | UT | 04/2020 | 05/2020 |
| Cost Segregation Authority | Lindon | UT | 12/2019 | 03/2020 |
| Legally Mine Usa | Orem | UT | 11/2019 | 04/2020 |
| The Church Of Jesus Christ Of Latter-Day Saints | Nashville | TN | 11/2017 | 11/2019 |
| Legally Mine Usa | Orem | UT | 04/2017 | 11/2017 |
| Doterra International | Pleasant Grove | UT | 05/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 09/2024 | Present |
| Byu Pathway | Pleasant Grove | UT | 01/2020 | 05/2020 |
| Utah Valley University | Orem | UT | 09/2021 | 12/2021 |
| Western Governors University | Lehi | UT | 02/2022 | 08/2022 |
| Bank Of America, N.A. | Provo | UT | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-22 |
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