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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| UT | RA | APPROVED | 2026-03-06 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Cottonwood Heights, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sugar Bowl Resort | Truckee | CA | 01/2024 | 05/2024 |
| Stanley Tree Service | North Smithfield | RI | 07/2018 | 12/2023 |
| Unemployed | North Smithfield | RI | 12/2002 | 07/2018 |
| University Of Rhode Island Mainfare Dining Hall | Kingston | RI | 02/2022 | 04/2022 |
| Tahoe Getaways | Truckee | CA | 05/2024 | 08/2024 |
| Fidelity Investments | Salt Lake City | UT | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-12 |
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