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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mellor And Associates Pllc | Draper | UT | 12/2021 | 06/2022 |
| Forum Builders, Llc | American Fork | UT | 08/2021 | 12/2021 |
| Fidelity Investments | Salt Lake City | UT | 06/2021 | 08/2021 |
| Greenix Holdings Llc | Orem | UT | 04/2021 | 06/2021 |
| Brigham Young University | Provo | UT | 11/2020 | 04/2021 |
| Fidelity Investments | Salt Lake City | UT | 06/2022 | Present |
| Aptive Environmental, Llc | Provo | UT | 04/2019 | 11/2020 |
| Brigham Young University, Idaho | Rexburg | ID | 05/2018 | 04/2019 |
| Brigham Young University, Idaho | Rexburg | ID | 01/2018 | 04/2019 |
| Brigham Young University | Provo | UT | 09/2019 | 04/2022 |
| N/A | Tigard | OR | 11/2017 | 12/2017 |
| The Church Of Jesus Christ Of Latter Day Saints | New York City | NY | 11/2015 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127427|OrgNmn:Westbrooke Designs LLC|Org Addr:Pacific,Missouri,US|OBA Nature:Hairstyling and Custom-Baked G|Invst Rel:N|Title:Partner|Duties:Respond to email inquiries about services my wife provides|StrtDt:03-07-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-08 |
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