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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
| UT | RA | APPROVED | 2024-07-25 |
Branch Locations
764 E Village Way,, Fruit Heights,, UT 84037 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 06/2019 | 01/2020 |
| Us Bank | Herriman | UT | 02/2019 | 05/2019 |
| University Federal Credit Union | Salt Lake City | UT | 07/2017 | 02/2019 |
| Wells Fargo Bank | Sandy | UT | 09/2016 | 07/2017 |
| Rocky Mountain Transportation/Canyon Transportation | Murray | UT | 06/2012 | 09/2016 |
| E*Trade Securities Llc | Sandy | UT | 01/2020 | 07/2020 |
| E*Trade Securities Llc | Sandy | UT | 07/2020 | 11/2020 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 01/2022 | 12/2023 |
| Wells Fargo Bank | Salt Lake City | UT | 01/2022 | 12/2023 |
| Leafguard Of Utah | Salt Lake City | UT | 11/2020 | 08/2021 |
| Zions Bank | Salt Lake City | UT | 08/2021 | 01/2022 |
| Guardian Life Insurance Company | Murray | UT | 02/2024 | Present |
| Park Avenue Securities | Murray | UT | 03/2024 | 07/2024 |
| Park Avenue Securities | Fruit Heights | UT | 06/2024 | 07/2024 |
| Guardian Life Insurance Company | Fruit Heights | UT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-05 |
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