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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| UT | RA | APPROVED | 2026-02-06 |
Branch Locations
South Jordan, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpine Country Club | Alpine | UT | 09/2018 | 01/2019 |
| Pillpack | Salt Lake City | UT | 03/2018 | 08/2018 |
| Collective Health | Lehi | UT | 11/2019 | 03/2020 |
| Fidelity Investments | Salt Lake City | UT | 06/2025 | Present |
| Young Living Essential Oils | American Fork | UT | 02/2016 | 02/2017 |
| Thumbtack | Draper | UT | 02/2017 | 02/2018 |
| Best Buy | American Fork | UT | 10/2019 | 07/2022 |
| Unemployed | Draper | UT | 03/2025 | 06/2025 |
| Palm Beach Tan | Saratoga Springs | UT | 02/2019 | 07/2019 |
| Morgan Stanley | South Jordan | UT | 12/2022 | 03/2025 |
| Unemployed | Lehi | UT | 07/2019 | 10/2019 |
| Unemployed | Salt Lake City | UT | 09/2022 | 12/2022 |
| Sundae Homebuyers | Salt Lake City | UT | 02/2022 | 09/2022 |
| Texas Roadhouse | Lehi | UT | 09/2018 | 09/2018 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2026 | Present |
| Strategic Advisers Llc | Salt Lake City | UT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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