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Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-16 |
Branch Locations
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Salt Lake City | UT | 04/2021 | 04/2026 |
| T-Mobile | Provo | UT | 04/2018 | 04/2021 |
| Titan Mobile | Payson | UT | 06/2017 | 04/2018 |
| Brio Energy | Provo | UT | 06/2016 | 09/2016 |
| Unemployed | Provo | UT | 09/2016 | 06/2017 |
| Townsquare Capital Llc | Idaho Falls | ID | 04/2026 | Present |
| Brinker Capital Securities | Idaho Falls | ID | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-29 |
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