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Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-13 |
Branch Locations
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Townsquare Capital | Lehi | UT | 04/2022 | Present |
| Tiled Co | Salt Lake City | UT | 11/2020 | 04/2022 |
| Cvs Health | Salt Lake City | UT | 10/2019 | 11/2020 |
| Dough Co | Salt Lake City | UT | 02/2019 | 10/2019 |
| Lake Mission Viejo Association | Mission Viejo | CA | 02/2018 | 03/2020 |
| Youth Soccer Refferee | Mission Viejo | CA | 01/2016 | 06/2018 |
| Mission Viejo School | Mission Viejo | CA | 09/2010 | 06/2018 |
| Orion Portfolio Solutions | Omaha | NE | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-12 |
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