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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 02/2023 | Present |
| Utah Auto Detail | Midvale | UT | 02/2022 | 08/2022 |
| Altabank | Alpine | UT | 08/2022 | 02/2023 |
| Altabank | North Logan | UT | 07/2021 | 01/2022 |
| Altabank | Lehi | UT | 09/2020 | 07/2021 |
| Aspen Ridge Of Utah Valley | Orem | UT | 04/2020 | 09/2020 |
| Beehive Homes Of Loa | Loa | UT | 07/2017 | 08/2019 |
| Utah State University | Logan | UT | 08/2019 | 02/2023 |
| Skyridge Highschool | Lehi | UT | 08/2016 | 04/2019 |
| Tsunami | Lehi | UT | 07/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-07 |
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