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22 East 100 South Third Floor, Salt Lake City, UT 84111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
| CA | RA | APPROVED | 2026-01-26 |
| IL | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-26 |
| UT | RA | APPROVED | 2026-01-26 |
Branch Locations
22 East 100 South Third Floor, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Slayton Lewis | Chicago | IL | 09/2020 | Present |
| Morningstar | Chicago | IL | 01/2016 | 09/2020 |
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