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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
| UT | RA | APPROVED | 2025-12-23 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nordstrom | Murray | UT | 02/2019 | 07/2024 |
| Watts Up Ev Charging | Salt Lake City | UT | 02/2024 | 01/2025 |
| Fidelity Investments | Salt Lake City | UT | 06/2025 | Present |
| Steffensen Drywall | Salt Lake City | UT | 03/2015 | 06/2025 |
| Inmotion Junior Golf | Salt Lake City | UT | 02/2017 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-17 |
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