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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
Pleasant Grove, 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 |
|---|---|---|---|---|
| Volkswagen Of Layton | Layton | UT | 04/2020 | 01/2021 |
| Morty'S Car Wash | South Weber | UT | 08/2024 | 01/2025 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 10/2018 | 04/2020 |
| Goldenwest Credit Union | Ogden | UT | 01/2021 | 04/2022 |
| Mortys Car Wash | South Weber | UT | 04/2022 | 05/2023 |
| Morgan High School | Morgan | UT | 08/2014 | 06/2018 |
| Tab Bank | Ogden | UT | 05/2023 | 06/2024 |
| Fidelity Investments | Salt Lake City | UT | 06/2024 | 08/2024 |
| Greenkeepers Lawn Care | Farr West | UT | 06/2018 | 08/2018 |
| Bearnson Woodworks | Mountain Green | UT | 08/2018 | 10/2018 |
| Fidelity Investments | Salt Lake City | UT | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-02 |
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