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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-09 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Riverton, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. L. Sorensen Rec | Herriman | UT | 08/2016 | 08/2019 |
| Fedex Express | Orem | UT | 08/2023 | 12/2023 |
| Herriman City Ump | Herriman | UT | 08/2015 | 07/2020 |
| Tide Cleaners | Draper/South Jordan | UT | 04/2021 | 08/2021 |
| I9 Officiating | Ephraim | UT | 08/2020 | 11/2020 |
| Foothills Elementary | Riverton | UT | 07/2015 | 12/2016 |
| Fidelity Investments | Salt Lake City | UT | 01/2024 | Present |
| Crumbl Cookies | Riverton | UT | 01/2021 | 03/2021 |
| Fedex Express | Draper | UT | 03/2020 | 08/2020 |
| Fedex Express | Draper/Orem | UT | 12/2020 | 08/2023 |
| Student | Riverton | UT | 01/2014 | 05/2019 |
| The Hive Sports | Provo/Saratoga Springs | UT | 05/2022 | 12/2022 |
| Domino'S Pizza | Riverton | UT | 04/2019 | 08/2019 |
| Tide Cleaners | Saratoga Springs | UT | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-13 |
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