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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-19 |
| TX | RA | APPROVED | 2025-11-18 |
Branch Locations
Salt Lake City, 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 |
|---|---|---|---|---|
| Exportech Inc. | Pasadena | CA | 08/2018 | 04/2020 |
| Hollywood Whitley Hospitality | Hollywood | CA | 06/2018 | 08/2018 |
| Fidelity Investments | Salt Lake City | UT | 08/2025 | Present |
| Repskip - Sunpower Affiliate | Arcadia | CA | 04/2020 | 07/2023 |
| Laz Parking - At The Langham Huntington Pasadena | Pasadena | CA | 04/2015 | 05/2018 |
| Sea Bright Solar - Sunpower Affiliate | Pasadena | CA | 08/2024 | 08/2025 |
| Solarsesame Inc. - Sunpower Affiliate | Pasadena | CA | 07/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
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