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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
| UT | RA | APPROVED | 2023-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | South Jordan | UT | 10/2021 | 10/2021 |
| Group Rossignol | Park City | UT | 04/2018 | 10/2021 |
| Parkestone Capital Management Llc | Salt Lake City | UT | 12/2013 | 12/2020 |
| Deer Valley Resort Company Llc | Park City | UT | 11/2015 | 02/2018 |
| Tesla, Inc. | Salt Lake City | UT | 08/2017 | 12/2017 |
| J.P. Morgan Securities Llc | Park City | UT | 11/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Park City | UT | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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