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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| AZ | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | St Louis | MO | 05/2023 | 09/2024 |
| Brigham Young University | Provo | UT | 09/2022 | 05/2023 |
| Aptive Environmental | Bay Area | CA | 04/2022 | 09/2022 |
| Brigham Young University | Provo | UT | 08/2021 | 04/2022 |
| Fox Pest Control | Pittsburgh | PA | 04/2021 | 08/2021 |
| Brigham Young University | Provo | UT | 08/2020 | 04/2021 |
| Aptive Environmental | San Jose | CA | 04/2020 | 08/2020 |
| Missionary Training Center | Provo | UT | 05/2019 | 04/2020 |
| Brigham Young University | Provo | UT | 01/2019 | 05/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Rancagua | 12/2016 | 12/2018 | |
| Nally Construction Company | Phoenix | AZ | 07/2016 | 12/2016 |
| Fidelity Investments | Peoria | AZ | 10/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-29 |
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