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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-21 |
| UT | RA | APPROVED | 2022-10-05 |
Branch Locations
6255 S. State Street, Murray, UT 84107 • United States
4837 S Highland Dr, Holladay, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Salt Lake City | UT | 10/2018 | 11/2020 |
| Zions Bank N.a. | Taylorsville | UT | 11/2016 | 09/2017 |
| Dillard's | Murray | UT | 05/2016 | 11/2016 |
| J.P. Morgan Securities Llc | Provo | UT | 08/2022 | 10/2022 |
| Jpmorgan Chase Bank, N.A. | Provo | UT | 09/2017 | 10/2022 |
| 6317 S Lauritzen Drive Llc | Taylorsville | UT | 01/2019 | Present |
| J.P. Morgan Securities Llc | Murray | UT | 10/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Murray | UT | 10/2022 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: 6317 S LAURITZEN DRIVE, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/1/2019 ADDRESS: 6317 Taylorsville UT DETAILS: 6317 TAYLORSVILLE, UT. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 2 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-25 |
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