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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
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 01/2023 | Present |
| United Postal Service | Salt Lake City | UT | 10/2022 | 01/2023 |
| Carrus Learning | Lehi | UT | 09/2022 | 10/2022 |
| Biz Funding Finder | Eagle Mountain | UT | 06/2022 | 09/2022 |
| Amerisave Solar | Eagle Mountain | UT | 01/2022 | 06/2022 |
| Unemployed | Eagle Mountain | UT | 10/2021 | 01/2022 |
| Solgen Solar | American Fork | UT | 02/2021 | 10/2021 |
| Lift Energy | Lehi | UT | 01/2021 | 02/2021 |
| Kota Energy | Orem | UT | 12/2020 | 12/2020 |
| Unemployed | Eagle Mountain | UT | 08/2020 | 12/2020 |
| Horizon Credit Union | Sandpoint | ID | 05/2015 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-11 |
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