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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
Lehi, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Payments | Lindon | UT | 05/2022 | 08/2023 |
| Castle And Cooke Mortgage | Draper | UT | 10/2021 | 07/2022 |
| Simplify Home Loans | American Fork | UT | 09/2020 | 10/2021 |
| Lending Club | Lehi | UT | 06/2019 | 04/2020 |
| Jimmy Johns | Springville | UT | 02/2019 | 06/2019 |
| Covr | Mapleton | UT | 08/2018 | 02/2019 |
| Utah Community Credit Union | Provo | UT | 06/2017 | 08/2018 |
| Fidelity Investments | Salt Lake City | UT | 08/2023 | Present |
| Church Of Jesus Christ Of Latter Day Saints | Piura | 06/2015 | 06/2017 | |
| Unemployed | Provo | UT | 04/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101855|OrgNmn:S&W Family Mocktails|Org Addr:Lehi,Utah,US|OBA Nature:Mocktail events for events/wed|Invst Rel:N|Title:Partner|Duties:Weekend events when booked and approved by me.|StrtDt:07-22-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-108674|OrgNmn:Smartt Resin Works|Org Addr:Springvill,Utah,US|OBA Nature:Custom Resin prints/ Dice work|Invst Rel:N|Title:Sole Proprietor|Duties:STL Design, Dice molding and polishing|StrtDt:07-21-26|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-13 |
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