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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Marietta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedoms Foundation At Valley Forge | Valley Forge | PA | 03/2019 | 11/2022 |
| The Heritage Foundation | Washington, D.C. | DC | 09/2018 | 12/2018 |
| Frozen Dessert Supplies | Rexburg | ID | 07/2018 | 08/2018 |
| The Burg | Rexburg | ID | 08/2016 | 04/2018 |
| N/A | St. Joseph | MI | 01/2019 | 02/2019 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2015 | 07/2018 |
| World's Best Corndogs | Rexburg | ID | 04/2018 | 07/2018 |
| Fidelity Investments | American Fork | UT | 12/2022 | Present |
| Brigham Young University - Idaho | Rexburg | ID | 01/2014 | 12/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-07 |
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