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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED | 2026-04-25 |
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 |
|---|---|---|---|---|
| Carmax | Roswell | GA | 05/2019 | 10/2025 |
| Fidelity Investments | Salt Lake City | UT | 10/2025 | Present |
| Camp All American | Johns Crrek | GA | 04/2017 | 04/2019 |
| Skyzone | Roswell | GA | 04/2015 | 03/2017 |
| Carmax | South Jordan | UT | 10/2023 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-22 |
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