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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Layton, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Church Of Jesus Christ Of Latter-Day Saints | Houston | TX | 07/2015 | 07/2017 |
| Brigham Young University-Idaho | Rexburg | ID | 09/2017 | 12/2020 |
| Go-Forth Pest Control | Charlotte | NC | 04/2018 | 09/2019 |
| Brigham Young University-Idaho | Rexburg | ID | 01/2018 | 12/2020 |
| Idahoan Foods, Llc. | Idaho Falls | ID | 04/2020 | 09/2020 |
| Fidelity Investments | Greenwood Village | CO | 01/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128122|OrgNmn:Klientlink LLC|Org Addr:Plain City,Utah,US|OBA Nature:Company works to create AI pro|Invst Rel:N|Title:Independent Contractor|Duties:Work with business to implement the systems that we produce for them. |StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-18 |
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