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363 S. Main Street Suite #101, Alpine, UT 84004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-06-11 |
| UT | RA | APPROVED | 2021-06-11 |
Branch Locations
363 S. Main Street Suite #101, Alpine, UT 84004 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Company | Chicago | IL | 08/2015 | 05/2021 |
| Lone Peak Global | Barrington | IL | 05/2021 | Present |
| First Dominion Capital Corp | Richmond | VA | 05/2021 | 12/2021 |
| Foreside Fund Services, Llc | Barrington | IL | 01/2022 | Present |
1) Lone Peak Global; Investment Related; Barrington, IL; Sales/Marketing; VP, Advisory Services; Start 05/2021; 175 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-06 |
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