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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3240 East Camelback Road, Phoenix, AZ 85018-2335 • United States
Tempe, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grit Marketing | Orem | UT | 04/2021 | 05/2021 |
| The United States Bureau Of The Census | Dallas | TX | 08/2020 | 10/2020 |
| The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 01/2020 | 04/2021 |
| Ken Garff Automotive Group | Draper | UT | 09/2019 | 01/2020 |
| The Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 09/2017 | 09/2019 |
| As You Wish Pottery | Farmington | UT | 01/2017 | 08/2017 |
| Full Time Student - Nuames | Layton | UT | 08/2016 | 01/2017 |
| Unemployed - Travel | Orem | UT | 05/2021 | 08/2021 |
| Fidelity Brokerage Services, Llc | Phoenix | AZ | 08/2021 | Present |
| Brigham Young University | Provo | UT | 01/2020 | 07/2021 |
| Weber State University | Ogden | UT | 08/2015 | 04/2017 |
| Strategic Advisers, Llc | Phoenix | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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