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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 | 2026-01-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 09/2025 | Present |
| Adp | Salt Lake City | UT | 12/2018 | 01/2019 |
| At&T | Orem | UT | 06/2015 | 07/2018 |
| Comcast | Orem | UT | 01/2020 | 08/2025 |
| United States Army Reserve | Orem | UT | 06/2015 | 06/2018 |
| Orem Mazda | Orem | UT | 08/2018 | 11/2018 |
| Vivint Smart Home | Lindon | UT | 02/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
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