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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
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 |
|---|---|---|---|---|
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 07/2016 | 12/2017 |
| Lowe'S Home Improvement | Logan | UT | 03/2020 | 09/2021 |
| Utah State University | Logan | UT | 08/2019 | 05/2023 |
| Grease Monkey | Logan | UT | 08/2019 | 03/2020 |
| Goldenwest Credit Union | Washington Terrace | UT | 03/2022 | 08/2024 |
| Fidelity Investments | Salt Lake City | UT | 09/2024 | Present |
| Snow College | Ephraim | UT | 08/2015 | 05/2019 |
| Unemployed | South Ogden | UT | 12/2017 | 02/2018 |
| Dina Gabriel | Stockholm | 05/2019 | 08/2019 | |
| The Home Depot | Layton | UT | 02/2018 | 08/2018 |
| Snow College | Ephraim | UT | 01/2017 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
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