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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Johnson City, TN • United States
3018 Peoples Street Suite 108, Johnson City, TN 37604-4148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 11/2021 | Present |
| Vista Sage | Sandy | UT | 06/2021 | 11/2021 |
| Eliada Homes Inc | Asheville | NC | 01/2020 | 06/2021 |
| Eliada Homes Inc | Asheville | NC | 01/2019 | 01/2020 |
| Childhelp | Lignum | VA | 01/2018 | 12/2018 |
| Minnieland Academy | Fredericksburg | VA | 06/2017 | 12/2017 |
| Fredericksburg Hospitality House | Fredericksburg | VA | 09/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-16 |
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