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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
South Jordan, 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 |
|---|---|---|---|---|
| Unemployed | South Jordan | UT | 06/2018 | 11/2018 |
| Avid Acceptance | Cottonwood Heights | UT | 07/2019 | 09/2023 |
| Lending Club Corp | Lehi | UT | 06/2019 | 07/2019 |
| Extra Space Storage | Murray | UT | 06/2016 | 06/2018 |
| Tailored Insurance Group | Sandy | UT | 09/2023 | 06/2025 |
| Woodbury Outdoor Services | South Jordan | UT | 06/2025 | 09/2025 |
| Vive Financial Llc | Draper | UT | 11/2018 | 06/2019 |
| Fidelity Investments | Salt Lake City | UT | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
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