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Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-08-14 |
Branch Locations
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 06/2025 | Present |
| Townsquare Capital | Provo | UT | 06/2025 | Present |
| Goldman Sachs | Salt Lake City | UT | 10/2023 | 06/2025 |
| Cleveland Research Company | Cleveland | OH | 05/2023 | 08/2023 |
| University Of Dayton | Dayton | OH | 08/2022 | 05/2023 |
| Wolfpack Research | New York | NY | 03/2022 | 08/2022 |
| Flanagan's Pub | Dayton | OH | 01/2022 | 05/2022 |
| Barry Bagels | Kettering | OH | 10/2020 | 05/2021 |
| Cohen & Company | Cleveland | OH | 06/2021 | 08/2021 |
| Greater Cleveland Partnership | Cleveland | OH | 06/2020 | 08/2020 |
| Rocky River Brewing Company | Rocky River | OH | 10/2017 | 10/2023 |
| High School | Rocky River | OH | 06/2015 | 05/2019 |
| College | Dayton | OH | 05/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
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