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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Acadamie | Provo | UT | 08/2021 | 01/2023 |
| Utah Community Credit Union | American Fork | UT | 05/2020 | 08/2022 |
| Unemployed | Las Vegas | NV | 03/2020 | 05/2020 |
| Dennys Inc | Las Vegas | NV | 12/2019 | 03/2020 |
| Brigham Young University- Idaho | Rexburg | ID | 09/2019 | 12/2019 |
| Utah Community Credit Union | Saratoga Springs | UT | 04/2019 | 09/2019 |
| Unemployed | Sandy Valley | NV | 02/2019 | 04/2019 |
| Church Of Jesus Christ Of Latter-Day Saints | Farmington | MI | 09/2017 | 02/2019 |
| Unemployed | Sandy Valley | NV | 04/2017 | 09/2017 |
| Brigham Young University- Idaho | Rexburg | ID | 09/2016 | 04/2017 |
| Kate Spade New York | Primm | NV | 06/2016 | 09/2016 |
| Fidelity Investments | American Fork | UT | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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