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100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-04 |
Branch Locations
1414 E. 4500 S. Ste 1, Salt Lake City, UT 84117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Revival Windows | Denver | CO | 05/2025 | 06/2026 |
| Snow College | Ephraim | CO | 08/2024 | 06/2026 |
| Lds Church | Salt Lake City | UT | 06/2022 | 07/2024 |
| White Knight Fluid Handling | Kamas | UT | 01/2020 | 06/2022 |
| A Rusted Development | Kamas | UT | 01/2019 | 01/2020 |
| Ace Hardware | Kamas | UT | 01/2018 | 01/2019 |
| Student | Kamas | UT | 01/2016 | 01/2018 |
| Sji Financial Services | Salt Lake City | UT | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-30 |
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