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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
| UT | RA | APPROVED | 2025-05-13 |
Branch Locations
West Point 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake City | UT | 06/1996 | 10/2016 |
| Zions Bancorporation | Midvale | UT | 05/2017 | 07/2023 |
| Unemployed | West Point | UT | 07/2023 | 11/2023 |
| Fidelity Investments | Salt Lake City | UT | 12/2023 | Present |
| Unemployed | West Point | UT | 11/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-30 |
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