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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| UT | RA | APPROVED | 2026-02-04 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Saratoga Springs, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 06/2024 | Present |
| Kidstrong | South Jordan | UT | 08/2023 | 06/2024 |
| Blue Raven Solar | Orem | UT | 04/2022 | 08/2023 |
| Lifetime Fitness | South Jordan | UT | 01/2021 | 04/2022 |
| Walmart | Sandy | UT | 10/2020 | 01/2021 |
| Marv Jensesn | South Jordan | UT | 08/2017 | 10/2020 |
| South Jordan Middle | South Jordan | UT | 06/2014 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-16 |
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