Mackenzie Huish-Casey

Current Employers

Employment History

• 01/2004 → 09/2022
  Fidelity Brokerage Services
  Salt Lake City, UT
• 07/2018 → 09/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2022 → Present
  Tiaa
  Salt Lake City, UT
• 10/2022 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Salt Lake City, UT

Previous Registrations

• 2018-07-13 → 2022-09-17
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2006-03-07 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT
  Merrimack, NH
• 2006-03-07 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Salt Lake City, UT

Other Businesses

UTAH DOWN SYNDROME FOUNDATION POSITION: Serve on the Board of the foundation to help direct the education offerings and social activities. NATURE: The Utah Down Syndrome Foundation seeks to support individuals with Down Sydrome and thier families through social activities and education. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: P.O. Box 675, Salt Lake City UT 84110, United States DESCRIPTION: Serving on the board for the Utah Down Syndrome Foundation. In that position, I would help to direct activities and the services available from the foundation to individuals with Down Syndrome and their families and loved ones.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-03
• S63 Uniform Securities Agent State Law Examination
  2004-06-20

Other Names

• Mackenzie Huish
• Mackenzie Huish-Casey
• Mackenzie H. Casey
• Mackenzie Huish Casey
• Mackenzie Huish Huish-Casey