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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
| UT | RA | APPROVED | 2026-05-19 |
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 |
|---|---|---|---|---|
| Alpine Country Club | Highland | UT | 05/2023 | 12/2025 |
| Unemployed | Provo | UT | 08/2022 | 05/2023 |
| Saela Pest Control | Orem | UT | 06/2019 | 11/2019 |
| Frye'S Printing | Napa | CA | 04/2022 | 08/2022 |
| Fidelity Investments | Salt Lake City | UT | 01/2026 | Present |
| Unemployed | Napa | CA | 01/2015 | 06/2019 |
| Unemployed | Napa | CA | 11/2019 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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