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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-09 |
Branch Locations
Saratoga Springs, UT • United States
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 |
|---|---|---|---|---|
| Mr Car Wash | Bountiful | UT | 08/2018 | 07/2019 |
| Kentson Car Company | Bountiful | UT | 08/2019 | 01/2020 |
| Mtn Ops | Fruit Heights | UT | 03/2022 | 05/2023 |
| The Church Of Jesus Christ Of Latter-Day Saints | Southfield | UT | 02/2020 | 02/2022 |
| Weber State University | Ogden | UT | 08/2019 | 01/2022 |
| Utah Valley University | Orem | UT | 08/2022 | 05/2023 |
| Woods Cross High School | Woods Cross | UT | 08/2016 | 05/2019 |
| Sweeto Burrito | Woods Cross | UT | 09/2018 | 10/2018 |
| Fidelity Investments | American Fork | UT | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-15 |
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