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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
Farmington, UT • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 12/2019 | Present |
| Wells Fargo | Kaysville | UT | 06/2019 | 11/2019 |
| Jordan Credit Union | Sandy | UT | 05/2017 | 06/2019 |
| Salt Lake Community College | Taylorsville | UT | 08/2014 | 12/2018 |
| Rg Enterprises Inc. | North Salt Lake | UT | 05/2013 | 04/2017 |
| Western Food Services | Salt Lake City | UT | 02/2017 | 05/2017 |
| Salt Lake Community College | Taylorsville | UT | 09/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-18 |
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