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10050 South State Street, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-20 |
Branch Locations
10050 South State Street, Sandy, UT 84070 • United States
10050 South State Street, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 10/2020 | 11/2021 |
| Solcius Llc | Provo | UT | 10/2019 | 10/2020 |
| The Church Of Jesus Christ Of Latter-Day Saints | Villa Sarmiento, Buenos Aires | 09/2017 | 09/2019 | |
| Hatch Precast Products | Orem | UT | 06/2017 | 09/2017 |
| Chick-Fil-A | Orem | UT | 10/2016 | 02/2017 |
| Mountain View | Orem | UT | 08/2014 | 05/2017 |
| Bright Planet Solar | Bakersfield | CA | 11/2021 | 05/2022 |
| New Millennium Group | Sandy | UT | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-08 |
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