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Account
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111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-14 |
| NY | RA | APPROVED | 2025-10-07 |
Branch Locations
888 7Th Avenue Suite 2306, New York, NY 10106 • United States
111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Svb Wealth Llc | New York | NY | 08/2022 | 04/2023 |
| Colgate University | Hamilton | NY | 08/2018 | 05/2022 |
| Boston Private Wealth Llc | New York | NY | 05/2021 | 08/2021 |
| St. Mark's School Of Texas | Dallas | TX | 07/2010 | 05/2018 |
| Vector Marketing | Dallas | TX | 05/2017 | 09/2017 |
| The Cynosure Group | Salt Lake City | UT | 04/2023 | 10/2025 |
| Cynosure Portfolio Advisors Llc | Salt Lake City | UT | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
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