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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-09 |
Branch Locations
2825 E Cottonwood Parkway Office #519 Suite 500, Salt Lake City, UT 84121 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Utah | Salt Lake City | UT | 08/2015 | 05/2019 |
| Robert W. Baird | Salt Lake City | UT | 09/2020 | 12/2020 |
| University Of Utah | Salt Lake City | UT | 08/2016 | 04/2017 |
| Robert W. Baird | Salt Lake City | UT | 01/2021 | 06/2021 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 05/2019 |
| Ellevest | New York | NY | 08/2021 | 06/2022 |
| Secfi | Salt Lake City | UT | 12/2022 | 05/2023 |
| Dentist Advisors | South Jordan | UT | 05/2023 | 10/2024 |
| Robert W. Baird | Milwaukee | WI | 06/2019 | 08/2020 |
| Ellevest | Salt Lake City | UT | 06/2022 | 10/2022 |
| Unemployed | Salt Lake City | UT | 10/2022 | 12/2022 |
| Unemployed | Salt Lake City | UT | 07/2021 | 07/2021 |
| Northstar Investment Advisory Llc | Salt Lake City | UT | 12/2024 | 05/2025 |
| Unemployed | Salt Lake City | UT | 11/2024 | 11/2024 |
| Mercer Global Advisors Inc. | Salt Lake City | UT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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