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960 North 400 East, North Salt Lake, UT 84054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-12 |
Branch Locations
960 North 400 East, North Salt Lake, UT 84054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Textmygov | Logan | UT | 06/2021 | 10/2021 |
| Fidelity Investments | American Fork | UT | 10/2021 | 06/2026 |
| Integra Financial Services | Logan | UT | 08/2015 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Iron Gate Global Advisors | Salt Lake City | UT | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-07 |
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