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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
Salt Lake City, 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 |
|---|---|---|---|---|
| Millcreek Pony Baseball | Salt Lake City | UT | 03/2017 | 06/2017 |
| Shore Lodge Hotel | Mccall | ID | 06/2022 | 08/2022 |
| Cottonwood Country Club | Salt Lake City | UT | 06/2018 | 08/2018 |
| Major Street Pet Services | Salt Lake City | UT | 09/2022 | 05/2023 |
| Fidelity Investments | Salt Lake City | UT | 06/2024 | Present |
| Summit Primary Care | West Valley | UT | 01/2021 | 05/2021 |
| Skyline High School | Salt Lake City | UT | 08/2016 | 05/2019 |
| Huntsman Cancer Foundation | Salt Lake City | UT | 05/2023 | 04/2024 |
| Jeremy Ranch Golf And Country Club | Park City | UT | 05/2021 | 11/2021 |
| University Of Utah | Salt Lake City | UT | 08/2019 | 05/2024 |
| Millcreek Pony Baseball | Salt Lake City | UT | 03/2018 | 06/2018 |
| Cottonwood Country Club | Salt Lake City | UT | 05/2019 | 08/2019 |
| Tagge'S Famous Fruit And Veggie Farms | Salt Lake City | UT | 05/2020 | 09/2020 |
| Unemployed | Salt Lake City | UT | 04/2024 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
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