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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
| TX | RA | APPROVED | 2025-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2024 | Present |
| Bmo Bank | Riverton | UT | 03/2024 | 07/2024 |
| Apex Energy Group | West Jordan | UT | 02/2024 | 03/2024 |
| Unemployed | Murray | UT | 11/2023 | 02/2024 |
| Eagles Routes Llc | Portland | OR | 03/2023 | 11/2023 |
| Track Wise Logistics Llc | Logan | UT | 09/2021 | 03/2023 |
| Interlean Llc Vp Ultimile | New Harmony | UT | 08/2021 | 09/2021 |
| Web To Door Trucking | West Valley | UT | 07/2019 | 08/2021 |
| Direct Delivery Service | Sacramento | CA | 05/2019 | 07/2019 |
| Radd Logistics Inc | North Salt Lake | UT | 03/2019 | 05/2019 |
| Inland Xmile Inc | Salt Lake City | UT | 12/2018 | 03/2019 |
| Prometric | Taylorsville | UT | 07/2018 | 12/2018 |
| Unemployed | Murray | UT | 04/2017 | 07/2018 |
| Paramount Acceptance | Holladay | UT | 11/2016 | 04/2017 |
| Unemployed | Murray | UT | 04/2016 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-25 |
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