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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 05/2023 | Present |
| Rocky Mountain Reserve | Provo | UT | 08/2021 | 05/2023 |
| Fox Pest Control | Newport News | UT | 04/2021 | 08/2021 |
| Zien Medical | South Salt Lake | UT | 08/2019 | 04/2021 |
| Church Of Jesus Christ Of Latter Day Saints | Cochabamba | 08/2017 | 07/2019 | |
| Nauvoo Cafe | Salt Lake City | UT | 07/2016 | 07/2017 |
| Salt Lake Community College | Salt Lake Community College | UT | 08/2019 | 12/2020 |
| Utah Valley University | Orem | UT | 01/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
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