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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 08/2007 | 09/2017 |
| Unemployed | Salt Lake City | UT | 09/2017 | 07/2019 |
| Hornor Townsend & Kent Llc | Horsham | PA | 08/2019 | 11/2019 |
| Axa Equitable | Salt Lake City | UT | 06/2020 | 06/2020 |
| Axa Advisors | New York | NY | 06/2020 | 06/2020 |
| Unemployed | Holladay | UT | 12/2019 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2020 | 11/2020 |
| Fidelity Investments | Salt Lake City | UT | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-10 |
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