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2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-23 |
Branch Locations
2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sepio Capital, Lp. | Salt Lake City | UT | 05/2021 | Present |
| Investmentbank.cOm | San Francisco | CA | 01/2021 | 04/2021 |
| Phytomer Usa | Salt Lake City | UT | 05/2020 | 09/2021 |
| Vivint Solar | Lehi | UT | 04/2019 | 04/2020 |
| Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 09/2016 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-22 |
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