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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 |
|---|---|---|---|---|
| Met'S Enterprises | North Logan | UT | 05/2022 | 05/2023 |
| Enlite Home | Sacramento | CA | 05/2020 | 05/2022 |
| Instacart | San Francisco | CA | 05/2023 | 07/2023 |
| Fidelity Investments | Salt Lake | UT | 08/2023 | Present |
| Utah State University | Logan | UT | 08/2019 | 05/2020 |
| Church Of Jesus Christ Of Latter-Day Saints | 1319 Butterfield Rd | UT | 08/2017 | 08/2019 |
| Utah State University | Logan | UT | 02/2020 | 03/2020 |
| Utah State University | Logan | UT | 05/2017 | 08/2017 |
| Murdock Hyundai | Logan | UT | 05/2017 | 08/2017 |
| Sky View High School | Smithfield | UT | 06/2015 | 05/2017 |
| Instacart | San Francisco | CA | 02/2020 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
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