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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
| UT | RA | APPROVED | 2025-11-26 |
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 |
|---|---|---|---|---|
| Harper Family Partnership | Declo | ID | 10/2020 | 01/2021 |
| Fidelity Investments | Salt Lake City | UT | 08/2025 | Present |
| Harper Family Partnership | Declo | ID | 06/2012 | 10/2018 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 10/2018 | 10/2020 |
| Conservice Llc | River Heights | UT | 01/2021 | 11/2023 |
| Winward Financial Insurance & Investments Llc | Wellsville | UT | 11/2023 | 08/2025 |
| Utah State University | Logan | UT | 01/2021 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-20 |
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