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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
Salt Lake City, 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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 10/2024 | Present |
| Icelantic Skis | Golden | CO | 09/2022 | 10/2024 |
| Colorado Outward Bound School | Moab | UT | 09/2018 | 11/2018 |
| Unemployed | Salt Lake City | UT | 08/2024 | 10/2024 |
| Unemployed | Newton | MA | 09/2023 | 10/2023 |
| Perks Coffee Shop And Beer Garden / Lucky Labrador Inc | Harwich Port | MA | 06/2023 | 09/2023 |
| Pit Viper | Sale Lake City | UT | 05/2024 | 08/2024 |
| Wsp Usa | Aurora | CO | 06/2022 | 08/2022 |
| The Port Restaurant | Harwich Port | MA | 05/2021 | 08/2021 |
| Pelham House Resort | Dennis | MA | 07/2021 | 08/2021 |
| Newton Odd Job Services | Newton | MA | 06/2019 | 08/2019 |
| Albemarle Acres Summer Camp | Newton | MA | 06/2018 | 08/2018 |
| Newton North High School | Newton | MA | 09/2014 | 06/2018 |
| Aspen Skiing Company | Aspen | CO | 11/2023 | 05/2024 |
| University Of Colorado Boulder | Boulder | CO | 08/2019 | 05/2023 |
| Palisades Tahoe | Olympic Valley | CA | 11/2018 | 05/2019 |
| Extra Innings Watertown | Watertown | MA | 08/2016 | 03/2018 |
| Snowbird | Snowbird | UT | 11/2020 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-24 |
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