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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-29 |
Branch Locations
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 Brokerage Services Llc | Salt Lake City | UT | 01/2008 | 06/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 07/2023 | 04/2024 |
| Sabbatical | Ewa Beach | HI | 01/2022 | 01/2023 |
| Allied Universal | Eagle Mountain | UT | 02/2023 | 06/2023 |
| Bank Of America, N.A. | Provo | UT | 09/2023 | 04/2024 |
| Echo Lewis | Eagle Mountain | UT | 05/2024 | 06/2025 |
| Charles Schwab & Co, Inc | Omaha | NE | 07/2025 | Present |
| Charles Schwab Trust Bank | Omaha | NE | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-24 |
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