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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| UT | RA | APPROVED | 2026-03-24 |
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 |
|---|---|---|---|---|
| System Tech | Idaho Falls | ID | 05/2014 | 08/2018 |
| Weave | Lehi | UT | 02/2021 | 09/2021 |
| Unemployed | Lehi | UT | 06/2022 | 09/2022 |
| Smile Direct Club | Nashville | TN | 09/2022 | 12/2023 |
| Cellular Sales | Orem | UT | 05/2019 | 01/2020 |
| Carrus | Lehi | UT | 01/2020 | 11/2020 |
| Unemployed | Lehi | UT | 11/2020 | 02/2021 |
| At&T | Idaho Falls | ID | 09/2018 | 05/2019 |
| Fidelity Investments | Salt Lake City | UT | 10/2025 | Present |
| Sundae | San Francisco | CA | 10/2021 | 06/2022 |
| Bamboohr | Draper | UT | 01/2024 | 01/2025 |
| Unemployed | Ogden | UT | 02/2025 | 09/2025 |
| Brigham Young University Idaho | Rexburg | ID | 08/2013 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-16 |
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