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111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-01-27 |
| NY | RA | APPROVED | 2023-01-26 |
Branch Locations
111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
888 7Th Avenue Suite 2306, New York, NY 10106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Carlyle Group | New York | NY | 07/2012 | 07/2017 |
| The Cynosure Group | New York | NY | 01/2020 | Present |
| Cynosure Group, Llc | New York | NY | 07/2017 | 01/2019 |
| Cynosure Group, Llc | New York | NY | 01/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-19 |
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