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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
| UT | RA | APPROVED | 2023-10-31 |
Branch Locations
13827 S Sprague Lane Suite 120, Draper, UT 84020 • United States
Orem, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2023 | Present |
| Unemployed | Orem | UT | 05/2023 | 08/2023 |
| Decimal Llc | Indianapolis | IN | 12/2022 | 04/2023 |
| Kpmg Spark | Salt Lake City | UT | 12/2017 | 11/2022 |
| Rc Willey | Salt Lake City | UT | 09/2017 | 01/2018 |
| Alder Holdings, Llc | Orem | UT | 01/2017 | 08/2017 |
| The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 08/2016 | 12/2016 |
1. BNI; 3574 SOUTH 500 WEST, SALT LAKE CITY, UT 84115; MEMBER - NETWORKING; START DATE 1/31/2024; APPROXIMATELY 2 HOURS PER MONTH. 2. NAIFA; 533 W 2600 S, SUITE 155; BOUNTIFUL, UT 84010; MEMBER - NETWORKING; START DATE 1/26/2024; APPROXIMATELY 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-26 |
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