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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
Roy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Spokane | WA | 03/2021 | 05/2021 |
| Blazin Wings Inc | Minneapolis | MN | 09/2018 | 02/2020 |
| Barry Tassler | Las Vegas | NV | 12/2017 | 12/2017 |
| Hagadone Corporation | Coeur D'ALene | ID | 06/2016 | 12/2017 |
| Administaff Companies Inc Asset Campus Usa | Kingwood | TX | 04/2020 | 05/2020 |
| Fidelity Investments | Boston | MA | 11/2021 | Present |
| University Of Idaho | Moscow | ID | 08/2017 | 12/2020 |
| North Idaho College | Coeur D' Alene | ID | 08/2014 | 05/2017 |
| Unemployed | Rathdrum | ID | 05/2021 | 11/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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