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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| AL | RA | APPROVED | 2026-03-26 |
| UT | RA | APPROVED | 2026-03-26 |
| VT | RA | APPROVED | 2026-03-26 |
Branch Locations
Salt Lake City, UT • United States
505 Wakara Way Suite 220, Salt Lake City, UT 84108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| America First Credit Union | Salt Lake | UT | 07/2019 | 04/2022 |
| Osf International | Salt Lake | UT | 06/2012 | 08/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2022 | 05/2025 |
| Lpl Financial Llc | Salt Lake City | UT | 05/2025 | 03/2026 |
| Tiaa | Salt Lake City | UT | 03/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-10 |
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