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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| UT | RA | APPROVED | 2025-11-04 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Santa Monica, CA • United States
6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cu Boulder | Boulder | CO | 08/2023 | 06/2024 |
| Unemployed | Park City | UT | 04/2025 | 06/2025 |
| Cu Boulder | Boulder | CO | 08/2024 | 12/2024 |
| Cu Boulder | Boulder | CO | 01/2025 | 04/2025 |
| Elizabeth And Anne Dog Kennels | Stirling | NJ | 09/2020 | 12/2020 |
| Cu Boulder | Boulder | NJ | 12/2020 | 06/2023 |
| Vail Resorts | Park City | UT | 07/2024 | 08/2024 |
| Vail Resorts | Park City | UT | 12/2024 | 01/2025 |
| Monarch Cypress | South Plainfield | NJ | 06/2023 | 08/2023 |
| Chipotle | Boulder | CO | 06/2024 | 07/2024 |
| Westfield High School | Westfield | NJ | 09/2014 | 09/2020 |
| Fidelity Investments | Salt Lake City | UT | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
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