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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Murray, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 09/2014 | 09/2016 |
| Kifus Contracting | Midvale | UT | 08/2024 | 10/2024 |
| Utah Valley University | Orem | UT | 01/2017 | 12/2022 |
| Provo Canyon School | Springville | UT | 01/2021 | 01/2023 |
| Redrock Hvac | Murray | UT | 09/2016 | 10/2017 |
| Discovery Academy | Provo | UT | 10/2019 | 01/2021 |
| Fidelity Investments | Salt Lake City | UT | 11/2024 | Present |
| Pointe Pest Control | Provo | UT | 10/2017 | 09/2019 |
| Oppo | Midvale | UT | 01/2023 | 11/2023 |
| Copper Hills Youth Center | West Jordan | UT | 11/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
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