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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-12 |
Branch Locations
5411 South Vine St Suite 2A, Murray, UT 84107 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2022 | 06/2026 |
| Stantec | Salt Lake City | UT | 03/2020 | 07/2022 |
| Nevada Gold Mines | Elko | NV | 01/2020 | 03/2020 |
| Newmont Usa Limited | Elko | NV | 06/2015 | 12/2019 |
| Western Governors University | Elko | NV | 09/2018 | 03/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Parkland Securities, Llc | Ann Arbor | MI | 06/2026 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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