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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
| UT | RA | APPROVED | 2020-11-19 |
Branch Locations
720 S River Rd, Saint George, UT 84790 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint George | UT | 06/2019 | Present |
| Dixie State University | St. George | UT | 08/2016 | 06/2019 |
| Us Forest Service | Richfield | UT | 05/2015 | 08/2018 |
| State Bank Of Southern Utah | St. George | UT | 09/2018 | 01/2019 |
I*1397306 For profit or not for profit: Entity For Profit Name of outside business organization: Not Sure of Name Yet - Depends on product Investment related: N Address of business: st george, Utah, 84770, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/20/2023 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , My wife will run operations. I will help with initial funding and feedback.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-17 |
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