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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 04/2021 | Present |
| Beehive Clothing | American Fork | UT | 03/2020 | 04/2021 |
| University Of Utah Msw Program | Salt Lake City | UT | 08/2019 | 01/2020 |
| Vivint | Provo | UT | 05/2019 | 08/2019 |
| Innovative Harbor | Provo | UT | 09/2018 | 05/2019 |
| Wasatch Mental Health | Provo | UT | 09/2018 | 01/2019 |
| Rise Services, Inc | Spanish Fork | UT | 05/2018 | 08/2018 |
| Dixon Middle School | Provo | UT | 01/2018 | 04/2018 |
| Brigham Young University | Provo | UT | 01/2016 | 04/2018 |
| Utah State Hospital | Provo | UT | 09/2017 | 12/2017 |
| Wasatch Mental Health | Provo | UT | 05/2017 | 08/2017 |
| Byu Department Of Counseling Psychology And Special Education | Provo | UT | 01/2017 | 06/2017 |
| Byu Department Of Mathematics Education | Provo | UT | 01/2016 | 04/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-17 |
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