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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Draper | UT | 04/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Draper | UT | 04/2026 | Present |
| Renaissance Financial | Sandy | UT | 04/2024 | 03/2026 |
| Cetera Investment Advisers Llc | Sandy | UT | 04/2024 | 03/2026 |
| Cetera Wealth Services Llc | Sandy | UT | 10/2023 | 03/2026 |
| Minnesota Life Insurance Co | St Paul | MN | 02/2024 | 01/2025 |
| Boys And Girls Club Of Greater Salt Lake | Salt Lake | UT | 12/2021 | 12/2023 |
| Unemployed | Millcreek | UT | 09/2023 | 09/2023 |
| Securian Financial Services Inc | St Paul | MN | 06/2023 | 08/2023 |
| Paradigm Life | Salt Lake | UT | 02/2020 | 08/2023 |
| Podium Corporation, Inc | Lehi | UT | 12/2020 | 04/2021 |
| Unemployed | Salt Lake City | UT | 01/2020 | 02/2020 |
| Utah State University | Logan | UT | 09/2019 | 12/2019 |
| Remedy Enterprises | Ogden | UT | 11/2019 | 11/2019 |
| Off Premise Catering/Jj Holding Llc | Logan | UT | 10/2018 | 10/2019 |
| Conservice, Llc | Logan | UT | 07/2019 | 07/2019 |
| Jones Pest Control/Mb Enterprise Llc | Denver | CO | 05/2018 | 09/2018 |
| Unemployed | Logan | UT | 02/2018 | 04/2018 |
| Legacy Retirement | South Jordan | UT | 08/2017 | 01/2018 |
| Wal-Mart | South Jordan | UT | 10/2017 | 11/2017 |
| Vantage Marketing/Mb Enterprise Llc | Minneapolis | MN | 05/2017 | 09/2017 |
| Unemployed | Logan | UT | 10/2016 | 04/2017 |
| Vantage Marketing/Mb Enterprise Llc | Minneapolis | MN | 05/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
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