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3575 N. 100 E. Suite 350, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 09/2023 | 11/2024 |
| Us Tech Solutions | Jersey City | NJ | 09/2023 | 01/2024 |
| Riverton Music | Sandy | UT | 08/2023 | 09/2023 |
| Goldman Sachs | Salt Lake City | UT | 04/2022 | 01/2023 |
| Mu Sigma | Northbrook | IL | 08/2018 | 03/2022 |
| Nbt Bancorp, Inc. | Norwich | NY | 05/2017 | 08/2017 |
| Weis Markets | Binghamton | NY | 08/2016 | 05/2017 |
| Broome County Government | Binghamton | NY | 08/2016 | 12/2016 |
| State University Of New York At Binghamton | Binghamton | NY | 02/2016 | 05/2018 |
| Unemployed | Salt Lake City | UT | 01/2023 | 08/2023 |
| Earthen Landscaping | Bend | OR | 05/2018 | 08/2018 |
| State University Of New York At Binghamton | Binghamton | NY | 09/2012 | 05/2018 |
| Accuvest Global Advisors, Inc. | Provo | UT | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-05 |
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