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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bank Of Commerce | Idaho Falls | ID | 06/2016 | 10/2016 |
| Key Bank | Blackfoot | ID | 11/2016 | 01/2019 |
| Key Investment Services | Blackfoot | ID | 01/2017 | 11/2017 |
| Key Investment Services Llc | Denver | CO | 11/2017 | 01/2019 |
| Key Investment Services | Pocatello | ID | 01/2019 | 03/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2021 | Present |
| Cetera Investment Advisers Llc | St George | UT | 03/2021 | Present |
| State Bank Of Southern Utah | St George | UT | 03/2021 | Present |
1) INSTRUCTOR FOR ENSIGN COLLEGE; 9 HRS/WK 2) MENTORING FOR ACADEMY FOR CREATING ENTERPRISE, HELPING SMALL BUSINESS OWNERS IN 3RD WORLD COUNTRIES-BASIC BUSINESS PRINCIPLES, 1/HR/WK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-23 |
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