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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
| UT | RA | APPROVED | 2026-03-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity, Llc | Salt Lake City | UT | 06/2020 | Present |
| Conservice | Logan | UT | 10/2018 | 06/2020 |
| Turf-It | Logan | UT | 06/2017 | 10/2018 |
| Conservice | Logan | UT | 01/2017 | 01/2018 |
| The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 09/2016 | 01/2017 |
| The Church Of Jesus Christ Of Latter Day Saints | Guatemala City | 09/2014 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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