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Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-05 |
Branch Locations
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 07/2024 | Present |
| Cottonwood Country Club | Cottonwood Heights | UT | 01/2021 | 06/2024 |
| Lululemon | Millcreek | UT | 09/2021 | 06/2022 |
| Townsquare Capital | Provo | UT | 09/2022 | 06/2023 |
| River Oaks Golf Course | Sandy | UT | 01/2015 | 05/2017 |
| Unemployed - Student Athlete | South Jordan | UT | 01/2014 | 09/2021 |
| Townsquare Capital | Provo | UT | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-28 |
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