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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fedex Express | Orem | UT | 11/2024 | 03/2025 |
| Bamboo Pest Control Sales Department | Orem | UT | 01/2023 | 08/2023 |
| Kirby Construction | Mapleton | UT | 09/2024 | 10/2024 |
| Fidelity Investments | Salt Lake City | UT | 03/2025 | Present |
| Byu Anthropology Department | Provo | UT | 01/2023 | 04/2023 |
| Missionary Training Center | Provo | UT | 01/2021 | 12/2021 |
| Shopko | Murray | UT | 10/2017 | 02/2018 |
| Unemployed | Provo | UT | 08/2022 | 01/2023 |
| Byu Anthropology Department | Provo | UT | 01/2024 | 04/2024 |
| Fedex Ground | Vineyard | UT | 03/2020 | 12/2020 |
| Pointe Marketing | Orem | UT | 04/2021 | 08/2022 |
| Unemployed | Kearns | UT | 07/2017 | 10/2017 |
| Tgifridays | West Valley City | UT | 06/2017 | 07/2017 |
| Unemployed | Provo | UT | 08/2023 | 01/2024 |
| Unemployed | Kearns | UT | 02/2018 | 03/2020 |
| Vivint | Provo | UT | 08/2024 | 08/2024 |
| Kearns High School | Kearns | UT | 08/2014 | 06/2017 |
| Unemployed | Provo | UT | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-26 |
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