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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Lane Village Apartments | Farmington | UT | 06/2022 | 11/2023 |
| Hale Center Theater | Sandy | UT | 12/2020 | 08/2022 |
| Urban Talent Management | Salt Lake City | UT | 04/2019 | 12/2020 |
| Athena Beans Coffee And Bistro | Sandy | UT | 05/2021 | 11/2021 |
| Beans And Brew | Midvale | UT | 11/2019 | 01/2020 |
| University Of Utah | Salt Lake City | UT | 08/2015 | 11/2019 |
| Encircle | Salt Lake | UT | 07/2019 | 09/2021 |
| Salt Lake Community College | Taylorsville | UT | 06/2017 | 08/2017 |
| Ensign College | Salt Lake | UT | 09/2018 | 12/2019 |
| Salt Lake Community College | Salt Lake | UT | 09/2020 | 05/2022 |
| Coffee And Cocoa | Holladay | UT | 09/2018 | 10/2018 |
| Salt Lake County Parks And Recreation | Midvale | UT | 06/2018 | 08/2018 |
| Shred 415 | Sugarhouse | UT | 12/2020 | 04/2021 |
| West Valley Performing Arts Center | West Valley | UT | 02/2023 | 10/2023 |
| Fidelity Investments | Salt Lake | UT | 12/2023 | Present |
| Clearlamp Productions | Salt Lake | UT | 12/2018 | 12/2023 |
| Matt Nickle Music | Salt Lake | UT | 10/2022 | 10/2022 |
| Pygmalion Productions | Salt Lake | UT | 02/2021 | 04/2021 |
| Pygmalion Productions | Salt Lake | UT | 01/2022 | 04/2022 |
| Pygmalion Productions | Salt Lake | UT | 01/2023 | 03/2023 |
| Matt Nickle Music | Salt Lake | UT | 10/2023 | 10/2023 |
| Utah Valley University | Orem | UT | 07/2022 | 09/2022 |
| The Waterford School | Sandy | UT | 09/2013 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129050|OrgNmn:Innovative Incontinence Products Inc. |Org Addr:Midvale,Utah,US|OBA Nature:Manufacturing and import|Invst Rel:N|Title:Officer|Duties:Treasurer|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-21 |
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