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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED | 2026-05-09 |
Branch Locations
West Valley City, 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 |
|---|---|---|---|---|
| Macy's | Murray | UT | 01/2023 | 10/2023 |
| Macy's | Murray | UT | 06/2021 | 01/2023 |
| Byu Store | Provo | UT | 05/2019 | 05/2021 |
| Byu Store | Provo | UT | 08/2018 | 05/2019 |
| Byu Store | Provo | UT | 04/2018 | 08/2018 |
| Brigham Young University | Provo | UT | 08/2017 | 05/2021 |
| West Salem High School | Salem | OR | 08/2015 | 06/2017 |
| Fidelity Investments | Salt Lake City | UT | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-23 |
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