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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bento Creative Llc | Provo | UT | 10/2019 | 11/2021 |
| Clearhome | Logan | UT | 08/2016 | 05/2019 |
| Ensign Group International | Layton | UT | 05/2019 | 05/2020 |
| Brightstar Wireless | Logan | UT | 05/2020 | 08/2020 |
| Itto Sushi | Salt Lake City | UT | 06/2021 | 11/2021 |
| Fidelity Investments | American Fork | UT | 11/2021 | Present |
| Utah State University | Logan | UT | 08/2018 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-64616|OrgNmn:Bento Creative |Org Addr:Provo,Utah,US|OBA Nature:Cardboard packaging production|Invst Rel:N|Title:CEO|Duties:Emailing companies to organize their packaging needs and messaging factories with the package information to produce.|StrtDt:10-01-19|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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