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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| UT | RA | APPROVED | 2026-02-09 |
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 |
|---|---|---|---|---|
| Likewise Coffee Llc | Knoxville | TN | 03/2022 | 09/2022 |
| Fidelity Investments | Salt Lake City | UT | 06/2024 | Present |
| Knoxville Montessori School | Knoxville | TN | 08/2018 | 02/2019 |
| Talitha Koum Institute | Waco | TX | 05/2017 | 08/2018 |
| The University Of Tennessee | Knoxville | TN | 08/2019 | 12/2022 |
| Catherine Kaye | Knoxville | TN | 02/2019 | 08/2019 |
| One Hundred 80 Degrees Design | Minneapolis | MN | 09/2022 | 02/2024 |
| Baylor University | Waco | TX | 09/2015 | 09/2017 |
| Alliance Brewing Company | Knoxville | TN | 03/2022 | 09/2022 |
| Uber Eats | San Fransisco | CA | 09/2021 | 05/2024 |
| Cherokee Country Club | Knoxville | TN | 06/2019 | 12/2019 |
| Full Time Education | Waco | TX | 08/2013 | 05/2017 |
| Carson Kitchen | Salt Lake City | UT | 04/2024 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-04 |
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