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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
Layton, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 10/2022 | Present |
| Davis County Government | Farmington | UT | 07/2021 | 10/2022 |
| Simplify Home Loans | American Fork | UT | 03/2021 | 07/2021 |
| Mountain America Credit Union | Provo | UT | 08/2018 | 03/2021 |
| Alpine Country Club | Highland | UT | 04/2018 | 08/2018 |
| Genesco (Lids) | Orem | UT | 10/2017 | 04/2018 |
| Nekter Juice Bar | Lehi | UT | 06/2017 | 10/2017 |
| Vivint | Lindon | UT | 03/2017 | 06/2017 |
| Unemployed | Pleasant Grove | UT | 10/2015 | 03/2017 |
| Utah Valley University | Orem | UT | 08/2017 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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