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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| UT | RA | APPROVED | 2026-01-06 |
Branch Locations
West Jordan, UT • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Private Wealth Llc | Austin | TX | 03/2023 | 12/2025 |
| N/A | West Jordan | UT | 12/2022 | 02/2023 |
| Aegis Wealth Group Llc | Midvale | UT | 10/2019 | 11/2022 |
| University Of Utah | Salt Lake City | UT | 08/2017 | 09/2019 |
| N/A | West Jordan | UT | 06/2014 | 07/2017 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
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