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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| UT | RA | APPROVED | 2026-01-14 |
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 |
|---|---|---|---|---|
| Surge Inc | Littleton | CO | 04/2025 | 05/2025 |
| Be School Inc. D.B.A Sv Academy | Denver | CO | 05/2025 | 09/2025 |
| Mass General Brigham Salem Hospital | Salem | MA | 02/2024 | 05/2024 |
| Ups | Greensboro | NC | 11/2017 | 01/2018 |
| Corepower Yoga | Denver | CO | 08/2024 | 08/2025 |
| Crenshaw Craftsmanship Llc | Lander | WY | 04/2021 | 06/2021 |
| Strive How You Lead Matters | Wilmington | DE | 06/2017 | 08/2017 |
| Nols | Lander | WY | 02/2018 | 12/2020 |
| Unemployed | Pineville | NC | 05/2024 | 07/2024 |
| Guilford College | Greensboro | NC | 07/2015 | 02/2018 |
| Valor Roof And Solar | Denver | CO | 03/2025 | 04/2025 |
| 800 Degrees Phillips Place Llc | Charlotte | NC | 07/2024 | 09/2024 |
| Lifetime Fitness | Charlotte | NC | 09/2024 | 10/2024 |
| University Of Minnesota School Of Public Health | Minneapolis | MN | 06/2021 | 08/2023 |
| Cu Denver | Denver | CO | 10/2024 | 12/2024 |
| Lander Medical Clinic | Lander | WY | 01/2020 | 07/2021 |
| Fidelity Investments | Salt Lake City | UT | 09/2025 | Present |
| Rehoboth Logistics | Denver | CO | 06/2025 | 08/2025 |
| Ncoae Llc | Wilmington | NC | 08/2024 | 08/2024 |
| Stockyard Steakhouse | Boston | MA | 12/2023 | 05/2024 |
| Harvard University | Cambridge | MA | 09/2023 | 12/2023 |
| Peak State Coffee | Boulder | CO | 08/2025 | 08/2025 |
| Doordash | Salt Lake City | UT | 08/2025 | 08/2025 |
OBA-132292|OrgNmn:Snowbird Ski Resort |Org Addr:Salt Lake ,Utah,US|OBA Nature:Recreation resort|Invst Rel:N|Title:Employee|Duties:Saturday and Sunday only. Prep and serve food and beverages to guests|StrtDt:08-01-26|TotHrs/mon:60|TrdHrs/mon:0|OBA-123478|OrgNmn:Podgility LLC|Org Addr:Dover,Delaware,US|OBA Nature:Podcast Media Company|Invst Rel:N|Title:Owner, Producer|Duties:N/A - inactive LLC that was formed for podcasting|StrtDt:06-13-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
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