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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-15 |
| UT | RA | APPROVED | 2025-10-15 |
Branch Locations
Salt Lake City, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Management Corporation | Holladay | UT | 01/2014 | 01/2022 |
| Five Financial Planning, Llc | Salt Lake City | UT | 03/2017 | 10/2024 |
| Max Eliason | Holladay | UT | 02/2022 | 10/2024 |
| Fidelity Investments | Salt Lake City | UT | 10/2024 | Present |
| Oll Services - Byu-Idaho | Rexburg | ID | 08/2021 | 10/2024 |
OBA-114193|OrgNmn:OLL Services LLC (BYU Pathway Worldwide)|Org Addr:Rexburg,Idaho,US|OBA Nature:Online higher education instru|Invst Rel:N|Title:Employee|Duties:Check email and other communication channels M-F to resolve student issues as needed. This is an online position and very flexible.|StrtDt:08-01-21|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-30 |
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