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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
Farmington, UT • United States
Farmington, 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 |
|---|---|---|---|---|
| Unemployed | Fruit Heights | UT | 01/2023 | 02/2023 |
| Jersey Mikes | Farmington | UT | 02/2023 | 04/2023 |
| Unemployed | Logan | UT | 09/2021 | 10/2021 |
| Unemployed | Fruit Heights | UT | 01/2014 | 07/2020 |
| Swav Home And Business | Logan | UT | 08/2021 | 09/2021 |
| Unemployed | Logan | UT | 02/2022 | 06/2022 |
| Unemployed | Fruit Heights | UT | 09/2020 | 02/2021 |
| The Insurance Store | Logan | UT | 09/2022 | 01/2023 |
| Unemployed | Logan | UT | 08/2022 | 09/2022 |
| Carhartt | Farmington | UT | 11/2023 | 01/2024 |
| Fidelity Investments | Salt Lake City | UT | 01/2024 | Present |
| Home Depot | Layton | UT | 02/2021 | 08/2021 |
| Hokulia | Farmington | UT | 07/2020 | 09/2020 |
| The Cocoa Camper | Logan | UT | 10/2021 | 02/2022 |
| Sherwin Williams | Layton | UT | 06/2022 | 08/2022 |
| Hokulia Shave Ice | Farmington | UT | 04/2021 | 05/2021 |
| Kawanti Adventures | Ketchikan | AK | 05/2023 | 09/2023 |
| Unemployed | Fruit Heights | UT | 10/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-09 |
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