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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gp Motor Company | Utah | UT | 10/2015 | 05/2017 |
| Fidelity Investments | Salt Lake City | UT | 01/2024 | Present |
| Best Buy | Utah | UT | 09/2018 | 07/2019 |
| Amazon - Day One Deliveries Llc | Utah | UT | 09/2023 | 01/2024 |
| Doordash | California | CA | 01/2023 | 05/2023 |
| Superior Water And Air | Utah | UT | 07/2019 | 01/2020 |
| Ninefold Marketing | Utah | UT | 01/2020 | 06/2023 |
| Ninefold Marketing | Utah | UT | 05/2016 | 09/2018 |
| Imedia Audiences | Massachusetts | MA | 06/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-03 |
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