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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brigham Young University-Idaho | Rexburg | ID | 02/2017 | 07/2020 |
| Cogent Consultancy Llc | Salt Lake City | UT | 07/2022 | 08/2023 |
| Copper Valley Electric | Murray | UT | 08/2023 | 10/2023 |
| American Staffing Inc | Idaho Falls | ID | 05/2020 | 07/2020 |
| Mana Resources Llc | Caldwell | ID | 05/2018 | 08/2018 |
| Prime Now Llc | Seattle | WA | 03/2021 | 04/2021 |
| Brigham Young University-Idaho | Rexburg | ID | 01/2019 | 12/2020 |
| Ups | Salt Lake City | UT | 10/2021 | 07/2022 |
| Daybreak Canyon | Id | ID | 06/2017 | 08/2017 |
| Job Society Dc | Dc | DC | 04/2021 | 09/2021 |
| Fidelity Investments | Salt Lake City | UT | 03/2024 | Present |
| The Church Of Jesus Christ Of Latter-Day Saints | Guatemala City | 02/2015 | 02/2017 | |
| Ado Professional Solutions | Jacksonville | FL | 05/2021 | 05/2021 |
| Unemployed | Boise | ID | 01/2021 | 03/2021 |
| Fedex | Salt Lake City | UT | 10/2023 | 02/2024 |
| Brigham Young University- Idaho | Rexburg | ID | 09/2017 | 02/2018 |
| Mana Resources Llc | Caldwell | ID | 05/2021 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-07 |
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