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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2026-06-30 |
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 |
|---|---|---|---|---|
| Dominion Diagnostic | Salt Lake City | UT | 02/2023 | 04/2024 |
| Unemployed | Salt Lake City | UT | 06/2021 | 12/2021 |
| Nantucket Yard Guard | Nantucket | MA | 05/2022 | 08/2022 |
| C3M Power Systems | Murray | UT | 05/2024 | 09/2024 |
| Fidelity Investments | Salt Lake City | UT | 01/2026 | Present |
| Atlas Advocacy Services | Salt Lake City | UT | 01/2022 | 04/2022 |
| Unemployed | Salt Lake City | UT | 04/2024 | 05/2024 |
| White Dog Farm | Athens | GA | 08/2020 | 05/2021 |
| Salt Lake City Jewish Community Center | Salt Lake City | UT | 09/2022 | 02/2023 |
| Golden Sun Chinese Restaurant | Athens | GA | 08/2015 | 08/2020 |
| Osteria Amore | Salt Lake City | UT | 06/2025 | 12/2025 |
| Unemployed | Salt Lake City | UT | 09/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-22 |
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