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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
| UT | RA | APPROVED | 2024-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 09/2022 | Present |
| Conservice | Logan | UT | 04/2015 | 03/2017 |
| Silver Fire Media | Rexburg | ID | 04/2017 | 04/2017 |
| Progrexion | Rexburg | ID | 04/2017 | 04/2017 |
| Wells Fargo Bank | Taylorsville | UT | 05/2018 | 01/2019 |
| Wells Fargo Bank | Rigby | ID | 05/2017 | 05/2018 |
| Wells Fargo Bank | Riverton | UT | 01/2019 | 03/2020 |
| Wells Fargo Bank | Sandy | UT | 03/2020 | 04/2021 |
| Wells Fargo Bank | Cottonwood Heights | UT | 04/2021 | 09/2022 |
I*4758274, Entity Type: Entity For Profit, Name of OBA: No business entity; activity conducted in individual capacity., Address: Taylorsville, Utah, 84129, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 06/27/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Occasionally list, communicate with buyers, arrange payment, and coordinate shipping or pickup for previously owned personal items, including clothing, jewelry, and household goods, through online marketplaces like eBay and Facebook Marketplace Occasional sale of personal household items through online marketplaces such as eBay and Facebook Marketplace. Activity is limited to resale of previously owned personal items and is not operated as a business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
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