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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
| UT | RA | APPROVED | 2026-02-10 |
Branch Locations
Fruit Heights, UT • United States
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakridge Country Club | Farmington | UT | 04/2022 | 07/2025 |
| Fidelity Investments | Salt Lake City | UT | 09/2025 | Present |
| Unemployed | Pleasant View | UT | 02/2014 | 04/2022 |
| Weber State University | Ogden | UT | 04/2022 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-14 |
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