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111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-16 |
Branch Locations
111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cynosure Group | Salt Lake City | UT | 07/2021 | Present |
| Morgan Stanley | South Jordan | UT | 07/2019 | 07/2021 |
| Connolly Family Dental | Salt Lake City | UT | 10/2015 | Present |
| Scott Marsh Financial | Salt Lake City | UT | 10/2018 | 05/2019 |
| Edu-Turn | Salt Lake City | UT | 01/2018 | 01/2019 |
| Mountain America Credit Union | Salt Lake City | UT | 05/2018 | 08/2018 |
| Connolly Lawn Care | Salt Lake City | UT | 08/2015 | 11/2017 |
| University Of Utah | Salt Lake City | UT | 08/2015 | 05/2019 |
Connolly Family Dental. It is NOT Investment-Related. Address: 1963 East 2700 South Salt Lake City, UT 84106 Dental Practice Payroll Accountant Started working there in 2015 part time as a dental assistant, and in December 2018 began running their payroll each week. I spend less than 1 hour a week, and less than 3 hours a month to this business. I spend 0 hours on this business during security trading hours. I run their payroll each week, in an effort to assist my father with his small dental practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
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