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9065 S 1300 E, Sandy, UT 84094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Funds | Boston | MA | 09/2016 | 04/2020 |
| John Hancock | Tempe | AZ | 09/2016 | 04/2020 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 04/2020 |
| Voya Investment Management | Gilbert | AZ | 04/2020 | 06/2023 |
| Voya Investments Distributor, Llc | Windsor | CT | 04/2020 | 06/2023 |
| Voya Investment Management Co. Llc | New York | NY | 04/2020 | 06/2023 |
| Transamerica Capital, Inc. | Denver | CO | 06/2023 | 11/2024 |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2024 | Present |
Notary Public/Located at: 1981 E. Quartzridge Dr.,Sandy,UT 84092/Non-Investment related/Start Date:October 2020/Approximately 2 hours devoted to this other business/0 hours during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-11 |
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