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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-09 |
Branch Locations
505 Wakara Way Suite 220, Salt Lake City, UT 84108 • United States
South Salt Lake, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 02/2022 | 11/2025 |
| Us Tech Solutions Inc | Jersey City | NJ | 02/2022 | 02/2022 |
| Brick And Vine | Salt Lake City | UT | 09/2021 | 02/2022 |
| Dogwood Management Llc | Dallas | TX | 05/2021 | 09/2021 |
| Hartman Income Reit | Dallas | TX | 08/2019 | 05/2021 |
| New Western Acquisitions | Grape Vine | TX | 05/2019 | 08/2019 |
| Unemployed | Dallas | TX | 03/2012 | 05/2019 |
| Tiaa | Salt Lake City | UT | 12/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-23 |
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