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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-18 |
Branch Locations
2825 E Cottonwood Parkway Suite 430, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canyons School District | Salt Lake City | UT | 04/2016 | 04/2018 |
| Mister Car Wash | Cottonwood Heights | UT | 04/2018 | 03/2020 |
| Crumbl | Salt Lake City | UT | 04/2019 | 06/2020 |
| Kailo | Salt Lake City | UT | 11/2019 | 08/2020 |
| The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 08/2020 | 08/2022 |
| Keller Williams Real Estate | Salt Lake City | UT | 08/2022 | 09/2023 |
| Fidelity Investments | Salt Lake City | UT | 09/2023 | 06/2026 |
| Brighton High School | Cottonwood Heights | UT | 08/2016 | 05/2020 |
| Utah Valley University | Orem | UT | 08/2022 | 09/2023 |
| Equitable Advisors, Llc. | New York | NY | 08/2026 | Present |
Lace Properties LLC, FFP Family Limited Partnership - 1% partner - 0-1 hours. Luke Fryer - Rental properties - Taylorville, UT. 84129
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-20 |
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