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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 | 2025-07-08 |
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 | 01/2025 | Present |
| Townsquare Capital, Inc | Provo | UT | 01/2025 | Present |
| Student/Unemployeed | Mesa | AZ | 12/2020 | 01/2025 |
| State Farm | Tempe | AZ | 02/2019 | 12/2020 |
| Avantegarde | Rexburg | ID | 10/2018 | 01/2019 |
| Student | Rexburg | ID | 09/2017 | 10/2018 |
| State Farm | Tempe | AZ | 08/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
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