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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-20 |
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
201 S Main St Floor 13, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Salt Lake City | UT | 07/2024 | Present |
| Jp Morgan Chase Bank N.A. | Salt Lake City | UT | 07/2024 | Present |
| J.p. Morgan Private Bank | Denver | CO | 06/2023 | 08/2023 |
| Merrill Financial Associates | Provo | UT | 04/2022 | 03/2023 |
| Fidelity Investments | Greenwood Village | CO | 06/2022 | 08/2022 |
| Founder Focused Capital | Salt Lake City | UT | 09/2021 | 06/2022 |
| Lift Energy | Bakersfield | CO | 07/2021 | 08/2021 |
| Clear Home | Orem | UT | 02/2019 | 04/2019 |
| Brigham Young University | Provo | UT | 06/2018 | 04/2024 |
| Advanced Call Center Technologies | Highlands Ranch | CO | 04/2020 | 05/2020 |
| King Soopers/City Markets | Highlands Ranch | CO | 04/2017 | 04/2017 |
| Target Corporation | Highlands Ranch | CO | 11/2016 | 03/2017 |
| Unemployed | Highlands Ranch | CO | 07/2014 | 10/2016 |
| Unemployed | Highlands Ranch | CO | 05/2017 | 05/2018 |
| Unemployed | Provo | UT | 05/2024 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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