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10050 South State Street, Sandy, UT 84070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-11 |
| UT | RA | APPROVED | 2019-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 01/2018 | 03/2018 |
| Robert Half Staffing Agency | Salt Lake City | UT | 01/2018 | 03/2018 |
| Rallysport Direct | Salt Lake City | UT | 06/2015 | 01/2018 |
| E*Trade Securities Llc | Sandy | UT | 04/2018 | 09/2018 |
| Unemployed | South Jordan | UT | 03/2018 | 04/2018 |
| E*Trade Securities Llc | Sandy | UT | 09/2018 | 04/2019 |
| E*Trade Securities Llc | Sandy | UT | 04/2019 | 10/2019 |
| New Millennium Group | Sandy | UT | 10/2019 | Present |
INSURANCE AGENT OFFERING LIFE AND HEALTH PRODUCTS. NOT INVESTMENT RELATED. VARIOUS CARRIERS. SPENDS LESS THAN 10% OF TIME EACH MONTH ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-18 |
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