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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
| UT | RA | APPROVED | 2026-04-17 |
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 |
|---|---|---|---|---|
| Clearstone Associates | Provo | UT | 07/2023 | 12/2023 |
| Subway | Wadena | MN | 08/2020 | 06/2022 |
| Brigham Young University | Provo | UT | 08/2022 | 09/2024 |
| Brigham Young University | Provo | UT | 08/2025 | 12/2025 |
| Unemployed | Wadena | MN | 12/2015 | 08/2020 |
| Walmart | Alexandria | MN | 07/2023 | 08/2023 |
| Anoka-Ramsey Community College | Coon Rapids | MN | 08/2021 | 05/2022 |
| Walker Covey Wealth Advisors | Orem | UT | 08/2024 | 09/2025 |
| Unemployed | Wadena | MN | 06/2022 | 08/2022 |
| Fidelity Investments | Salt Lake City | UT | 01/2026 | Present |
OBA-126632|OrgNmn:Instacart|Org Addr:San Franci,California,US|OBA Nature:Grocery Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Shop and delivery groceries|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-126608|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Delivery food|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-09 |
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