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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-17 |
| CT | RA | APPROVED | 2025-06-16 |
Branch Locations
151 National Drive, Glastonbury, CT 06033 • United States
Saratoga Springs, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cairn Advisors | Lindon | UT | 02/2023 | Present |
| B.O.S.S. Retirement Solutions | Lehi | UT | 01/2022 | 02/2023 |
| Iams Wealth Management | Omaha | NE | 03/2023 | 06/2025 |
| Missionary Training Center | Provo | UT | 08/2020 | 01/2022 |
| Target | Longmont | CO | 05/2020 | 08/2020 |
| Lds Church | Yakima | WA | 07/2018 | 03/2019 |
| Student | Johnstown | CO | 02/2013 | 07/2018 |
| Student | Provo | UT | 03/2019 | 05/2020 |
| Symmetry Partners, Llc | Glastonbury | CT | 06/2025 | Present |
Cairn Advisors; Lindon, UT; Independent Agent; 02/2023 - Present; Investment Related; Life Insurance, Health Insurance and Annuities; provides administrative services, enrollment and education for MEP 401(k) plans; 80 per month, 35 of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-06 |
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