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Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-17 |
Branch Locations
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 07/2006 | 12/2016 |
| Self Employed | Park City | UT | 12/2016 | 03/2018 |
| Ccm Investment Management, Llc | New Bedford | MA | 03/2018 | 11/2020 |
| Orion Portfolio Solutions | Omaha | NE | 09/2025 | Present |
| Townsquare Capital | Lehi | UT | 09/2025 | Present |
| Self Employed | Park City | UT | 11/2020 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-07 |
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