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16880 Ne 79Th Street, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-01-10 |
Branch Locations
1557 W Innovation Way Suite 500, Lehi, UT 84043 • United States
16880 Ne 79Th Street, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | American Fork | UT | 06/2024 | 01/2025 |
| Lumio | Lehi | UT | 12/2021 | 11/2023 |
| Order Protection | Lehi | UT | 08/2023 | 01/2024 |
| Student | South Jordan | UT | 08/2015 | 05/2024 |
| Utah Valley University | Orem | UT | 08/2018 | 05/2024 |
| Bank Of America, N.A. | American Fork | UT | 08/2024 | 01/2025 |
| Private Advisory Group Llc | Draper | UT | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-23 |
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