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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-01-04 |
| TX | RA | APPROVED | 2021-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 09/2019 | Present |
| Everfast Inc. | Murray | UT | 01/2003 | 09/2019 |
I*: 2051298 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Salt Lake City, Utah Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 9/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties:. I*706239, Entity Type: Entity For Profit, Name of OBA: Sunflower Studio, Address: Taylorsville, Utah 84123, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 02/07/2022, No Hours: 1, No Hours during trading: 0, Duties: Sunflower Studio is a community yoga studio. I will be helping as a part time Yoga instructor. 1 hour per week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
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