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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
| UT | RA | APPROVED | 2025-04-15 |
Branch Locations
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
Centerville, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2021 | 08/2022 |
| Equitable | Salt Lake City | UT | 04/2021 | 08/2022 |
| Clearlink | Salt Lake City | UT | 12/2017 | 08/2020 |
| Safehaven Healthcare | Pocatello | ID | 05/2017 | 12/2024 |
| Unemployed | Pocatello | ID | 01/2017 | 05/2017 |
| Full Time Church Service Volunteer Missionary | Indianapolis | IN | 12/2014 | 01/2017 |
| Unemployed | Centerville | UT | 09/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 08/2022 | 02/2025 |
| Fidelity Investments | Salt Lake City | UT | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-28 |
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