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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-11 |
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 |
|---|---|---|---|---|
| Geoglows | Provo | UT | 08/2024 | 12/2024 |
| Mathnasium Of Orem | Vineyard | UT | 02/2023 | 05/2024 |
| Fidelity Investments | Salt Lake City | UT | 10/2025 | Present |
| Handel'S Homemade Ice Cream | Orem | UT | 08/2021 | 07/2022 |
| Off Broadway Shoes | Aliso Viejo | CA | 06/2017 | 06/2019 |
| Unemployed | Aliso Viejo | CA | 11/2014 | 05/2017 |
| Unemployed | Provo | UT | 07/2019 | 08/2021 |
| Panda Express | Orem | UT | 04/2022 | 06/2022 |
| Church Of Jesus Christ Of Latter-Day Saints | Provo | UT | 05/2024 | 10/2025 |
| Talecris Plasma Resources | Provo | UT | 05/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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