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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essentially Namaste Llc | Cos Cob | CT | 01/2019 | 09/2022 |
| Chloe Jewelry And Accessories Inc. | Cos Cob | CT | 06/2017 | 08/2022 |
| Zija International | Lehi | UT | 12/2004 | 12/2018 |
| Fidelity Investments | Salt Lake City | UT | 09/2022 | 09/2024 |
| New York Life Insurance Company | Sandy | UT | 09/2024 | Present |
| Nylife Securities Llc | Sandy | UT | 10/2024 | Present |
| Eagle Strategies Llc | Sandy | UT | 06/2025 | Present |
| Clarity Financial Llc | Kaysville | UT | 06/2026 | Present |
[Rental Property; Shared Condo Rental Property near University of Utah; 515 S 1000 E Unit 105, Salt Lake City, UT 84102; Start Date 08/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF CLARITY FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (KAYSVILLE, UT); START DATE: 06/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-07 |
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