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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-21 |
| UT | RA | APPROVED | 2026-07-21 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
North Salt Lake, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vivint | Logan | UT | 08/2018 | 07/2019 |
| Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 06/2015 | 06/2017 |
| Axe Arena | Murray | UT | 06/2018 | 08/2018 |
| Simply Mac | Fort Union | UT | 11/2017 | 04/2018 |
| Ifs360 | Salt Lake City | UT | 06/2017 | 08/2017 |
| Young Automotive | Logan | UT | 07/2019 | 08/2019 |
| Utah State Universi | Logan | UT | 08/2019 | 11/2019 |
| Fidelity Investments | Salt Lake City | UT | 06/2025 | Present |
| Verizon Wireless | New York | NY | 11/2019 | 06/2025 |
| Salt Lake Community College | Taylorsville | UT | 08/2017 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-18 |
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