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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-24 |
| UT | RA | APPROVED | 2023-08-24 |
Branch Locations
222 South Main Street Suite 1840, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Salt Lake City | UT | 02/2017 | 08/2023 |
| Zions Capital Advisors | Salt Lake City | UT | 04/2011 | 02/2017 |
| Zions Direct, Inc. | Salt Lake City | UT | 04/2011 | 02/2017 |
| Zions Bank | Salt Lake City | UT | 01/2017 | 08/2023 |
| Baird | Salt Lake City | UT | 08/2023 | Present |
Name/Address: The Stephen & Lynda Jacobsen Foundation 419 East 300 South #15, Salt Lake City, Utah 84111 Start Date: Nov 21, 2025 Hours Spent: 0-1 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Director Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-03 |
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