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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-09 |
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 |
|---|---|---|---|---|
| Bingham High School | South Jordan | UT | 08/2015 | 05/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Oranjestad | 07/2019 | 06/2021 | |
| Gps Capital Markets | Ut | UT | 07/2022 | 05/2024 |
| Gps Capital Markets | Ut | UT | 08/2021 | 03/2022 |
| Zions Bank | Ut | UT | 04/2022 | 07/2022 |
| Fidelity Investments | Salt Lake City | UT | 08/2024 | Present |
| Brigham Young University | Provo | UT | 08/2021 | 05/2024 |
| Grass N Fert | Ut | UT | 04/2014 | 08/2021 |
| Ventris Group Inc. | South Jordan | UT | 02/2018 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-04 |
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