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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-18 |
| UT | RA | APPROVED | 2023-05-18 |
Branch Locations
489 W. South Jordan Parkway Suite 210, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 12/2020 | 07/2022 |
| Jordan School District | West Jordan | UT | 08/2020 | 12/2020 |
| Education | Orem | UT | 03/2020 | 08/2020 |
| Utah Jazz | Salt Lake City | UT | 09/2019 | 03/2020 |
| Education | Taylorsville | UT | 08/2018 | 09/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Leiden | 06/2016 | 07/2018 | |
| D.A. Davidson | South Jordan | UT | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
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