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111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
| UT | RA | APPROVED | 2026-07-09 |
Branch Locations
111 South Main Street Suite 2350, Salt Lake City, UT 84111 • United States
Wellington, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets, Inc. | West Palm Beach | FL | 05/2014 | 05/2019 |
| Boston Private Wealth Llc | Palm Beach Gardens | FL | 05/2019 | 03/2023 |
| Svb Wealth Advisory Inc. | Palm Beach Gardens | FL | 01/2022 | 03/2023 |
| The Cynosure Group, Llc | Salt Lake City | UT | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-21 |
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