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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-11 |
| CO | RA | APPROVED | 2025-05-06 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States
1109 Oak Park Drive Suite 100, Fort Collins, CO 80525-6212 • United States
3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • United States
Saratoga Springs, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arapahoe Tennis Club | Englewood | CO | 05/2016 | 09/2016 |
| Chao'S Asian Market | Orem | UT | 10/2018 | 12/2018 |
| Yba Shirts | Orem | UT | 01/2019 | 04/2019 |
| Evo Automation | Broussard | LA | 05/2019 | 08/2019 |
| Aptive Environmental | Livermore | CA | 04/2020 | 08/2020 |
| Brigham Young University | Provo | UT | 09/2019 | 06/2022 |
| Keystone National Group | Salt Lake City | UT | 02/2021 | 04/2021 |
| Cove Capital Management Inc. | Brentwood | TN | 04/2021 | 06/2021 |
| Blue Cloud Pediatric Surgery Centers | Houston | TX | 06/2021 | 08/2021 |
| Industrypro | Woodstock | GA | 09/2021 | 12/2021 |
| Corient Capital Partners (Aka Corient) | Newport Beach | CA | 01/2022 | 04/2022 |
| Morgan Stanley | South Jordan | UT | 07/2022 | 08/2023 |
| Fidelity Investments | Salt Lake City | UT | 08/2023 | Present |
| The Church Of Jesus Christ Of Latter Day Saints | Fukuoka | 09/2016 | 09/2018 | |
| Brigham Young University | Provo | UT | 08/2015 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
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