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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-05 |
| UT | RA | APPROVED | 2025-08-05 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Holladay | UT | 11/2022 | 06/2025 |
| Cyprus Credit Union | West Jordan | UT | 04/2019 | 01/2020 |
| Deseret Mutual Benefit Administrators | Salt Lake City | UT | 04/2022 | 11/2022 |
| Ameriprise Financial | Sandy | UT | 08/2021 | 04/2022 |
| Cyprus Credit Union | West Jordan | UT | 09/2020 | 08/2021 |
| Cyprus Credit Union | West Jordan | UT | 01/2019 | 04/2019 |
| Fidelity Investments | Salt Lake City | UT | 07/2025 | Present |
| South Jordan Fitness Center | South Jordan | UT | 08/2016 | 01/2019 |
| Cyprus Credit Union | West Jordan | UT | 01/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-10 |
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