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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
| UT | RA | APPROVED | 2026-04-17 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clean Green | Cumming | GA | 03/2020 | 01/2021 |
| Arkive Information Management | Alpharetta | GA | 08/2017 | 03/2018 |
| Brigham Young University | Rexburg | ID | 01/2021 | 04/2025 |
| Unemployed | Cumming | GA | 03/2018 | 03/2020 |
| Fidelity Investments | Salt Lake City | UT | 10/2025 | Present |
| Enterprise Rent-A-Car | Jackson | WY | 04/2024 | 08/2024 |
| Subway | Cumming | GA | 02/2016 | 08/2017 |
| The Dahlonega Group | Alpharetta | GA | 01/2025 | 04/2025 |
| Precision Cutting Technologies | Liberty Lake | WA | 07/2023 | 09/2023 |
| Unemployed | Provo | UT | 04/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
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