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3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-01 |
Branch Locations
3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • United States
3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-01-27 |
Branch Locations
3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Park City | UT | 07/2016 | 10/2021 |
| M. S. Howells & Co | Scottsdale | AZ | 01/2022 | 11/2022 |
| Solidarity Wealth | Lehi | UT | 10/2021 | Present |
Aug 2019; Genesis Ventures LLC, Salt Lake City, UT; 2564 E Oakwood Circle, Salt Lake City, UT, 84109; Noninvestment related; Real Estate; Partner; Purchase and fix up home to sell as an investment. Also buy vacation homes to stay at personally but also rent out as short-term rental; devote 20 hrs/month , 0 hrs/month during market hours. Apr 2021; Avail Car Sharing, Salt Lake City, UT: non-investment related; car sharing; rent out my car on their platform, they pay me monthly; devote 1 hr/month during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
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