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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| UT | RA | APPROVED | 2026-07-09 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Stansbury Park, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professor Sterling Bone | Logan | UT | 12/2021 | 06/2022 |
| Unemployeed | Draper | UT | 04/2024 | 08/2024 |
| Grifols Plasma Center | Logan | UT | 01/2020 | 08/2021 |
| My Wealth Foundations/ Global View Capital Advisors | Draper | UT | 08/2024 | 10/2024 |
| Fidelity Investments | Salt Lake City | UT | 01/2025 | Present |
| Unemployed | Boise | ID | 10/2017 | 01/2018 |
| Keyence Corp. Of America | Salt Lake City | UT | 01/2023 | 04/2024 |
| Professor Sterling Bone | Logan | UT | 08/2022 | 01/2023 |
| Usu Athletics | Logan | UT | 08/2021 | 12/2021 |
| The Church Of Jesus Christ Of Later-Day Saints | Perth | 12/2015 | 10/2017 | |
| Food Truck Loader | Logan | UT | 01/2018 | 12/2018 |
| Unemployed | Tooele | UT | 10/2024 | 01/2025 |
| General Mills | Dallas | TX | 06/2022 | 08/2022 |
| Grifols Plasma Center | Provo | UT | 12/2018 | 01/2020 |
OBA-116211|OrgNmn:Bucked Up Energy|Org Addr:American F,Utah,US|OBA Nature:I promote said brand vai talki|Invst Rel:N|Title:Ambassador|Duties:none|StrtDt:08-01-24|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-19 |
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