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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 06/2022 | Present |
| Tesla, Inc. | Draper | UT | 09/2020 | 06/2022 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 04/2018 | 09/2020 |
| Lds Business College | Salt Lake City | UT | 01/2018 | 12/2019 |
| Utah Valley University | Orem | UT | 01/2020 | 12/2021 |
| Uspeak | João Pessoa | 04/2017 | 12/2017 | |
| The Church Of Jesus Christ Of Latter-Day Saints | Montevideo | 03/2015 | 03/2017 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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