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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-30 |
| CA | RA | APPROVED | 2024-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 05/2022 | 05/2023 |
| Frederico Outdoor Living | Orem | UT | 06/2021 | 05/2022 |
| Progressive Leasing | Draper | UT | 04/2021 | 06/2021 |
| Triple A Landscaping | Provo | UT | 05/2020 | 01/2021 |
| Byu Bindery | Provo | UT | 01/2020 | 03/2020 |
| Brigham Young University Marriott School Of Business | Provo | UT | 09/2019 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sun Lakes | AZ | 03/2024 | Present |
| Riverside Country Club | Provo | UT | 07/2023 | 10/2023 |
| Removal Tech | Mesa | AZ | 11/2023 | 03/2024 |
| Church Of Jesus Christ Of Latter Day Saints | Denver | CO | 07/2017 | 09/2019 |
| Union High School | Camas | WA | 01/2014 | 07/2017 |
| Bank Of America N.A. | Sun Lakes | AZ | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
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