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10050 South State Street, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-05-04 |
Branch Locations
10050 South State Street, Sandy, UT 84070 • United States
10050 South State Street, Sandy, UT 84070 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | American Fork | UT | 12/2018 | Present |
| Brick Canvas | Lehi | UT | 09/2012 | 11/2018 |
| New Millennium Group | Sandy | UT | 04/2021 | Present |
INSURANCE AGENT OFFERING LIFE AND HEALTH PRODUCTS. NOT INVESTMENT RELATED. VARIOUS CARRIERS. SPENDS LESS THAN 10% OF TIME EACH MONTH ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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