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6440 S Wasatch Blvd. Suite 215, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-24 |
| UT | RA | APPROVED | 2021-09-09 |
Branch Locations
6440 S Wasatch Blvd. Suite 215, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2018 | 03/2020 |
| Northwestern Mutual Investment Services Llc | Provo | UT | 08/2018 | 03/2020 |
| Riverside Country Club | Provo | UT | 06/2009 | 05/2017 |
| Taylor Sutterfield | Provo | UT | 08/2016 | 09/2021 |
| Kpmg | Salt Lake City | UT | 01/2017 | 03/2017 |
| Guardian Alarm | Southfield | MI | 07/2017 | 08/2017 |
| Norhtwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2019 | 03/2020 |
| Dentist Advisors | South Jordan | UT | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-30 |
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