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10050 South State Street, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-10 |
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 |
|---|---|---|---|---|
| New Millennium Group | Sandy | UT | 02/2026 | Present |
| Clickup | Lindon | UT | 06/2021 | 03/2023 |
| Weave Hq | Lehi | UT | 04/2019 | 06/2021 |
| Canopy | South Jordan | UT | 10/2018 | 04/2019 |
| Utah Valley University | Orem | UT | 08/2016 | 05/2020 |
| New Millennium Group | Sandy | UT | 03/2023 | 02/2026 |
| Clearlink | Draper | UT | 06/2016 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-26 |
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