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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
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 |
|---|---|---|---|---|
| Aptive Enviornmental | Provo | UT | 04/2020 | 12/2021 |
| Red Deer Construction | Pleasant Grove | UT | 05/2016 | 04/2018 |
| Church Of Jesus Christ Of Latter Day Saints | Tampa | FL | 04/2018 | 04/2020 |
| Vivent | Orem | UT | 09/2017 | 02/2018 |
| Fidelity Investments | American Fork | UT | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-02 |
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