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Salt Lake City, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wabash College | Crawfordsville | IN | 08/2014 | 05/2018 |
| Equitable Distributors Llc | Jersey City | NJ | 06/2018 | 10/2020 |
| Tastytrade, Inc. | Chicago | IL | 10/2020 | 03/2024 |
| Raymond James Financial Services, Inc. | Salt Lake City | UT | 04/2024 | 05/2026 |
| Leander Wealth Management Llc | Salt Lake City | UT | 06/2026 | Present |
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-10 |
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