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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
South Jordan, 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 |
|---|---|---|---|---|
| Intermountain | Murray | UT | 06/2018 | 12/2019 |
| Fidelity Investments | Salt Lake City | UT | 05/2025 | Present |
| Apollo Burger | Taylorsville | UT | 08/2017 | 06/2018 |
| Get Air | Salt Lake City | UT | 12/2016 | 02/2017 |
| Allergy Associates Of Utah | West Jordan | UT | 12/2019 | 06/2020 |
| Target | West Jordan | UT | 07/2016 | 12/2016 |
| Ent Center | Riverton | UT | 06/2020 | 05/2025 |
| The Old Spaghetti Factory | Taylorsville | UT | 02/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-20 |
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