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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-09 |
| TX | RA | APPROVED | 2025-04-08 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Bountiful, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 08/2023 | Present |
| Wind River Excavation | Woods Cross | UT | 12/2020 | 08/2023 |
| Amazon | Salt Lake City | UT | 08/2020 | 12/2020 |
| Aerotek | Salt Lake City | UT | 01/2019 | 01/2020 |
| Bd Medical | Sandy | UT | 10/2018 | 11/2018 |
| Brigham Young University | Provo | UT | 07/2017 | 08/2018 |
| Brigham Young University | Provo | UT | 08/2016 | 08/2018 |
| Unemployed | Bountiful | UT | 02/2020 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-23 |
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