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10050 South State Street, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-05 |
Branch Locations
10050 South State Street, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sandy | UT | 04/2025 | 05/2025 |
| University Of Leeds | Leeds | 09/2023 | 09/2024 | |
| N/A | Vineyard | UT | 09/2024 | 04/2025 |
| N/A | Vineyard | UT | 04/2023 | 09/2023 |
| Orion | Provo | UT | 12/2022 | 04/2023 |
| Utah Valley University | Orem | UT | 08/2018 | 05/2023 |
| Wcf Insurance | Sandy | UT | 05/2022 | 08/2022 |
| Utah Central Association Of Realtors | Orem | UT | 03/2022 | 07/2022 |
| Utah Community Credit Union | Orem | UT | 03/2020 | 02/2022 |
| Utah Valley University | Orem | UT | 09/2022 | 12/2022 |
| J.C. Penney | Provo | UT | 11/2018 | 01/2020 |
| Mountain View High School | Orem | UT | 08/2016 | 05/2018 |
| New Millennium Group | Sandy | UT | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-16 |
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