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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
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strong Volkswagen | Salt Lake City | UT | 07/2020 | 10/2022 |
| Marriott | Salt Lake Cty | UT | 03/2019 | 05/2020 |
| Ke'E Grill | Boca Raton | UT | 10/2018 | 03/2019 |
| Hell'S Backbone Grill And Farm | Boulder | UT | 03/2018 | 09/2018 |
| Skrivanek | Prague | 12/2016 | 12/2017 | |
| Princess Cruises | Copper Center | AK | 03/2016 | 09/2016 |
| Fidelity Investments | Salt Lake City | UT | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
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