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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
| UT | RA | APPROVED | 2025-06-02 |
Branch Locations
Salt Lake 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 |
|---|---|---|---|---|
| Dual Immersion Academy | Salt Lake City | UT | 11/2022 | 11/2023 |
| University Of Utah | Salt Lake City | UT | 08/2018 | 05/2023 |
| University Of Utah Campus Recreation Services | Salt Lake City | UT | 10/2022 | 03/2023 |
| Education At Work - Microsoft | Salt Lake City | UT | 10/2018 | 01/2021 |
| Colegio Dominico Americano | Santo Domingo | 01/2014 | 08/2018 | |
| University Of Utah Housing And Residential Education | Salt Lake City | UT | 08/2019 | 01/2021 |
| Fidelity Investments | Salt Lake City | UT | 01/2024 | Present |
| Unemployed | Salt Lake City | UT | 11/2023 | 01/2024 |
OBA-131976|OrgNmn:Selling Art|Org Addr:Salt Lake ,Utah,US|OBA Nature:Selling art drawings and sketc|Invst Rel:N|Title:Sole Proprietor|Duties:Complete the drawings and submit to the clients.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-113521|OrgNmn:PCFactoryRD|Org Addr:Salt Lake ,Utah,US|OBA Nature:Build computers and review pc |Invst Rel:N|Title:Partner|Duties:Plan, record, edit, and upload long form and short form videos to social media.|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-113519|OrgNmn:PCFactoryRD|Org Addr:Salt Lake ,Utah,US|OBA Nature:Sell computers and computer co|Invst Rel:N|Title:owner of the side business operat|Duties:Source, purchase, build, sell computers to clients|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-14 |
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