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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
South Jordan, 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 |
|---|---|---|---|---|
| U.S Department Of Agriculture | Cedar City | UT | 06/2021 | 09/2021 |
| B Romrell Construction Inc | Riverton | UT | 08/2017 | 09/2017 |
| Everything Exterior Llc | Cedar City | UT | 09/2018 | 05/2019 |
| Church Of Jesus Christ Of Latter-Day Saints | Des Moines | IA | 08/2015 | 08/2017 |
| U.S. Department Of Agriculture | Cedar City | UT | 05/2020 | 08/2020 |
| America First Credit Union | Draper | UT | 02/2018 | 09/2018 |
| Everything Exterior Llc | Cedar City | UT | 09/2019 | 05/2020 |
| Aecom | Salt Lake City | UT | 07/2022 | 08/2024 |
| Off-Campus Property Management | Cedar City | UT | 04/2020 | 06/2021 |
| Southern Utah University | Cedar City | UT | 09/2021 | 05/2022 |
| U.S. Department Of Agriculture | Cedar City | UT | 05/2019 | 08/2019 |
| Fidelity Investments | Salt Lake City | UT | 08/2024 | Present |
| Everything Exterior Llc | Cedar City | UT | 09/2020 | 05/2021 |
| Sunrise Engineering | Cedar City | UT | 01/2022 | 07/2022 |
| Everything Exterior Llc | Cedar City | UT | 09/2021 | 12/2021 |
| Southern Utah University | Cedar City | UT | 09/2018 | 05/2022 |
| Salt Lake Community College | Taylorsville | UT | 01/2018 | 05/2018 |
| Brigham Young University - Idaho | Rexburg | UT | 09/2017 | 12/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112214|OrgNmn:Blue Osprey LLC|Org Addr:West Jorda,Utah,US|OBA Nature:In 2023 I bought a home and ha|Invst Rel:Y|Title:Property Owner or Property Manage|Duties:Due to the sell of the property there is no activity until the new owners refinance the morgage.|StrtDt:03-20-23|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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