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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-19 |
Branch Locations
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
Draper, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Homes Llc | Midvale | UT | 10/2024 | 12/2024 |
| Brighton High School | Sandy | UT | 01/2016 | 05/2017 |
| Northwestern Mutual | Salt Lake City | UT | 01/2025 | 08/2025 |
| Fidelity Investments | Salt Lake City | UT | 05/2026 | Present |
| Utah Valley University | Provo | UT | 02/2023 | 05/2023 |
| Unemployed | Sandy | UT | 04/2019 | 06/2020 |
| University Of Utah | Salt Lake City | UT | 07/2024 | 09/2024 |
| Express Employment Professionals | Sandy | UT | 06/2023 | 09/2023 |
| Brighton High School | Sandy | UT | 10/2017 | 08/2018 |
| Milestone Financial Advisors | Murray | UT | 09/2025 | 04/2026 |
| Intermoutain Health Care, Lds Hospital | Salt Lake City | UT | 10/2023 | 07/2024 |
| Regal Homes Llc | Midvale | UT | 05/2021 | 02/2023 |
| The Church Of Jesus Christ Of Latter Day Saints | Fort Collins | CO | 07/2020 | 02/2021 |
| Taylor'S Boats Llc | Draper | UT | 09/2018 | 03/2019 |
| Unemployed | Sandy | UT | 03/2021 | 04/2021 |
| Alta Canyon Recreation Center | Sandy | UT | 06/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-13 |
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