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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
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 |
|---|---|---|---|---|
| Mitchell Barlow Mansfield | Salt Lake City | UT | 06/2015 | 12/2017 |
| Advantis Global | San Francisco | CA | 06/2019 | 12/2019 |
| Fidelity Investments | Salt Lake City | UT | 07/2024 | Present |
| Hanalei Holding Llc | Salt Lake City | UT | 01/2021 | 04/2023 |
| Influential Llc | Mesa | AZ | 09/2023 | 01/2024 |
| Love Communications | Salt Lake City | UT | 01/2018 | 12/2018 |
| Deseret News Corporatin | Salt Lake City | UT | 08/2017 | 12/2017 |
| Lululemon Athletica | Salt Lake City | UT | 09/2020 | 01/2021 |
| Cpy Trolley Square, Inc. | Salt Lake City | UT | 08/2023 | 05/2024 |
| Ldt Chef Services Llc | Salt Lake City | UT | 06/2014 | 05/2024 |
| Edible Arrangements | Salt Lake City | UT | 01/2020 | 08/2020 |
| Cauthen Family | San Francisco | CA | 01/2019 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125271|OrgNmn:Lori Tolbert Catering|Org Addr:Salt Lake ,Utah,US|OBA Nature:Catering Business|Invst Rel:N|Title:Employee|Duties:I help bus tables and help set up for events for the caterer|StrtDt:11-17-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-111440|OrgNmn:Lori Tolbert Catering|Org Addr:Salt Lake ,Utah,US|OBA Nature:Catering Business|Invst Rel:N|Title:Employee|Duties:A few times a month I work shifts for the Caterer that usually are 1-6 hour shifts|StrtDt:07-15-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-10 |
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