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111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-21 |
Branch Locations
111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cynosure Group | Salt Lake City | UT | 11/2024 | Present |
| Goldman Sachs | Salt Lake City | UT | 09/2023 | 11/2024 |
| Clicklease Llc | West Valley City | UT | 09/2021 | 08/2023 |
| School | North Salt Lake | UT | 08/2015 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-20 |
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