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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
| UT | RA | APPROVED | 2025-07-15 |
Branch Locations
South Jordan, 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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 05/2024 | Present |
| -Student | Saratoga Springs | UT | 03/2014 | 02/2017 |
| Lumio Solar | Lehi | UT | 04/2021 | 03/2022 |
| Amp Smart Solar | Lehi | UT | 03/2022 | 08/2022 |
| Taco Time | Lehi | UT | 01/2017 | 06/2020 |
| Larry H Miller Honda | Murray | UT | 02/2023 | 04/2024 |
| Titanium Solar | Ontario | CA | 08/2022 | 02/2023 |
| Ironhead Excavation | Pleasant Grove | UT | 06/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
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