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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Farmington, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 04/2021 | Present |
| Build-A-Bear Workshop | Orem | UT | 04/2017 | 04/2021 |
| Love Woolies | Vineyard | UT | 01/2017 | 01/2020 |
| Brighton Lds Girls Camp | Salt Lake City | UT | 11/2017 | 08/2018 |
| Especially For Youth | Provo | UT | 01/2017 | 08/2017 |
| Volunteer At Church Of Jesus Christ Of Latter-Day Saints | Samabula | 05/2015 | 12/2016 | |
| Utah Valley University | Orem | UT | 01/2017 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-17 |
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