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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| UT | RA | APPROVED | 2024-11-20 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atrato Asset Management Llc | Park City | UT | 08/2017 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Valley City | UT | 08/2024 | Present |
| Mad Dog Cycles | Orem | UT | 05/2020 | 08/2024 |
| Feastbox | Springville | UT | 05/2023 | 09/2023 |
| Dental Inteligence | Pleasant Grove | UT | 10/2021 | 10/2022 |
| Goldman Sachs | Salt Lake City | UT | 07/2021 | 09/2021 |
| Cambridge Financial Group | Orem | UT | 04/2019 | 10/2020 |
| Utah Valley University | Orem | UT | 08/2013 | 08/2019 |
| Unemployed | Springville | UT | 12/2022 | 05/2023 |
| Quickfresh | Springville | UT | 10/2022 | 11/2022 |
| Russell Tobin | New York | NY | 10/2020 | 07/2021 |
| Bank Of America, N.A. | West Valley City | UT | 12/2024 | Present |
Name of the other businessMad Dog Cycles Whether the business is investment-relatedNo Address of the other business Orem, UT 84057 Nature of the other businessRetail Your positionBike Mechanic Title, or relationship with the other businessI help fill in a few times a year on Saturdays. Start date of your relationship09/2023 Approximate number of hours/month you devote to the other business6 Hours a Month Number of hours you devote to the other business during securities trading hours0 Hours Briefly describe your duties relating to the other businessFill in staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
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