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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
| UT | RA | APPROVED | 2026-01-07 |
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 |
|---|---|---|---|---|
| True Value Hardware | Allendale | MI | 09/2023 | 11/2023 |
| Bartlett Roofing | Murray | UT | 03/2025 | 04/2025 |
| Robert Half Inc | Zeeland | MI | 01/2024 | 03/2024 |
| Unemployed | Hudsonville Mi And Moved To Herriman Ut | MI | 12/2024 | 03/2025 |
| Unemployed | Springfield | OH | 08/2021 | 12/2021 |
| Texas Roadhouse | Springfield | OH | 02/2022 | 03/2022 |
| Unemployed | Hudsonville | MI | 11/2023 | 01/2024 |
| Wittenberg University | Springfield | OH | 01/2022 | 07/2022 |
| Unemployed | Hudsonville | MI | 12/2001 | 12/2017 |
| Grand Valley State University | Allendale | MI | 05/2023 | 08/2023 |
| Zeeland Public Schools | Zeeland | MI | 12/2017 | 10/2019 |
| Unemployed | Hudsonville | MI | 03/2024 | 05/2024 |
| Unemployed | Herriman | UT | 04/2025 | 06/2025 |
| Adecco | Zeeland | MI | 06/2022 | 08/2022 |
| Uber | Salt Lake City | UT | 07/2025 | 08/2025 |
| Fidelity Investments | Salt Lake City | UT | 08/2025 | Present |
| Millerknoll | Zeeland | MI | 05/2024 | 08/2024 |
| Unemployed | Hudsonville | MI | 11/2019 | 04/2020 |
| Millerknoll | Zeeland | MI | 08/2024 | 12/2024 |
| Leaf Home Water Solutions | Grand Rapids | MI | 08/2022 | 08/2023 |
| Unemployed | Hudsonville | MI | 08/2023 | 09/2023 |
| Wittenberg University | Springfield | OH | 08/2020 | 05/2021 |
| Utah Division Of Wildlife Resources | Ogden | UT | 05/2021 | 08/2021 |
| Legacy Icons | Zeeland | MI | 04/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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