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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
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
Herriman, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noodles And Company | Provo | UT | 06/2016 | 09/2016 |
| Kneaders | Aurora | CO | 09/2016 | 10/2016 |
| The Church Of Jesus Christ Of Latter-Day Saints | Tucuruvi, Sao Paulo | 10/2016 | 09/2018 | |
| Hvac Construction | North Salt Lake | UT | 09/2018 | 10/2018 |
| Wells Fargo | Layton | UT | 12/2018 | 05/2019 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 06/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128956|OrgNmn:Echomeris Creative|Org Addr:Herriman,Utah,US|OBA Nature:Selling my creative writing wo|Invst Rel:N|Title:Sole Proprietor|Duties:Write ficitonal material and edit material for production and printing|StrtDt:04-01-26|TotHrs/mon:10|TrdHrs/mon:0|OBA-108509|OrgNmn:Encore Academy for the Performing Arts|Org Addr:Bluffdale,Utah,US|OBA Nature:Performing arts education stud|Invst Rel:N|Title:Director|Duties:CFO I will be helping with the accounting and business finances side to make sure it is running smoothly|StrtDt:04-15-24|TotHrs/mon:5|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-10 |
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