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111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-18 |
| CA | RA | APPROVED | 2026-05-15 |
Branch Locations
111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-11 |
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