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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-03 |
| TX | RA | APPROVED | 2026-04-02 |
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 |
|---|---|---|---|---|
| United Parcel Service | Salt Lake City | UT | 11/2023 | 12/2023 |
| Morgan Stanley | Sandy | UT | 08/2024 | 08/2025 |
| Fidelity Investments | Salt Lake City | UT | 11/2025 | Present |
| Blockworks Consulting Llc | Taylorsville | UT | 08/2024 | 10/2025 |
| 215, Llc | Salt Lake City | UT | 09/2014 | 05/2024 |
| Mac It Count, Inc. | Salt Lake City | UT | 03/2013 | 10/2025 |
OBA-125009|OrgNmn:Mac It Count, Inc.|Org Addr:Taylorsvil,Utah,US|OBA Nature:I provide Apple hardware and s|Invst Rel:N|Title:Consultant|Duties:I provide technology consultation to five clients for their Apple hardware and software. I resell GFI software to 34 customers, which entails |StrtDt:03-07-13|TotHrs/mon:4|TrdHrs/mon:0|OBA-125012|OrgNmn:Blockworks Consulting|Org Addr:Taylorsvil,Utah,US|OBA Nature:Affiliate income from Apple, I|Invst Rel:N|Title:Apple Consultant|Duties:None. I use this entity to qualify for affiliate income from Apple.|StrtDt:08-14-24|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-02 |
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