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4505 South Wasatch Blvd #300, Salt Lake City, UT 84124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-20 |
| FL | RA | APPROVED | 2026-04-21 |
Branch Locations
4505 South Wasatch Blvd #300, Salt Lake City, UT 84124 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Investment | New York | NY | 05/2015 | 06/2017 |
| Mbsc Securities Corp | New York | NY | 07/2016 | 06/2017 |
| Robart, Llc | Boca Raton | FL | 08/2017 | Present |
| Cottonwood Asset Management Llc | Boca Raton | FL | 10/2025 | Present |
1. Boca West Country Club (BWCC) Board of Governors (Board). BWCC is not an investment-related business. The address is 20583 Boca West Drive, Boca Raton, FL 33434. BWCC is a residential, member-owned country club. I was elected to the Board in February, 2023. I spend an average of 15 hours a week with respect to this position. Approximately half of my time spent with respect to this position is during securities trading hours. My duties with respect to my position on the Board of Governors includes monthly board meetings, chairing several committees, membership on several committees, attending monthly committee meetings and follow-up work/research with respect to those board meetings and committee meetings as well as attending events related to my position on the Board of Governors. 2. RobArt, LLC. RobArt is investment-related. It is a consulting firm which I own with my husband. My clients are institutional investment management clients. My duties include investment research, regulatory compliance guidance and assistance, as well as operational/infrastructure consulting. I began RobArt in 2017. I spend an average of 20 hours per week and about half of this time is during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-09 |
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