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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
Cottonwood Heights, 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | Cottonwood Heights | UT | 12/2016 | 01/2017 |
| Unemployed | Cottonwood Heights | UT | 04/2016 | 10/2016 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 02/2017 | 12/2017 |
| Tiaa | Salt Lake City | UT | 01/2018 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 01/2018 | 11/2020 |
| Fidelity Investments | Salt Lake City | UT | 02/2017 | 01/2018 |
| Strategic Advisers, Inc. | Salt Lake City | UT | 02/2017 | 12/2017 |
| Fidelity Investments | Salt Lake City | UT | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-61298|OrgNmn:Robison House LLC|Org Addr:Cottonwood,Utah,US|OBA Nature:Short and long term rental pro|Invst Rel:Y|Title:Officer|Duties:supervision of rental agency, cleaners, contractors|StrtDt:08-14-21|TotHrs/mon:12|TrdHrs/mon:1|OBA-97807|OrgNmn:Rubys Minidoodles |Org Addr:Lindon,Utah,US|OBA Nature:dog breeder |Invst Rel:N|Title:Guardian|Duties:Bring my dog to Vet or houses for studding |StrtDt:04-01-23|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
| S66 | Uniform Combined State Law Examination | 2006-03-27 |
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