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Current Employers
Cynosure Portfolio Advisors Llc

111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-18
CA RA APPROVED 2026-05-15
  • UT RA
    APPROVED
    Since 2026-05-18
  • CA RA
    APPROVED
    Since 2026-05-15

Branch Locations

Sunnyvale, CA • United States

111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Investment Management, Inc. Palo Alto CA 07/2018 05/2019
University Of Notre Dame South Bend IN 08/2014 05/2018
First Republic Securities Company, Llc Palo Alto CA 08/2018 05/2019
Ieq Capital, Llc Foster City CA 06/2019 05/2026
Cynsosure Portfolio Advisors Llc Salt Lake City UT 05/2026 Present
  • 07/2018 → 05/2019
    First Republic Investment Management, Inc.
    Palo Alto, CA
  • 08/2014 → 05/2018
    University Of Notre Dame
    South Bend, IN
  • 08/2018 → 05/2019
    First Republic Securities Company, Llc
    Palo Alto, CA
  • 06/2019 → 05/2026
    Foster City, CA
  • 05/2026 → Present
    Cynsosure Portfolio Advisors Llc
    Salt Lake City, UT
Previous Registrations
  • 2019-06-11 → 2026-05-08
    Foster City, CA
  • 2019-02-11 → 2019-06-04
    J.P. Morgan Private Wealth Advisors Llc
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-11
  • S66 Uniform Combined State Law Examination
    2019-02-11

View on SEC IAPD

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