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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-21 |
| UT | RA | APPROVED | 2025-07-21 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 04/2025 | Present |
| U.S. Department Of State | Washington | DC | 09/2013 | 03/2025 |
OBA-132590|OrgNmn:Solitude and/or Brighton Resort|Org Addr:Brighton,Utah,US|OBA Nature:Ski Resort|Invst Rel:N|Title:Employee|Duties:Teaching Skiing on the weekends|StrtDt:11-01-26|TotHrs/mon:20|TrdHrs/mon:0|OBA-123588|OrgNmn:Toye Coffee |Org Addr:Addis Abab,,ET|OBA Nature:International Entity, Soon to |Invst Rel:Y|Title:Partner|Duties:50% non-operating partner in a busuiness started by an old friend. I will contribute startup capital for U.S. operations and advice and suppo|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-118698|OrgNmn:Briar Chase HOA|Org Addr:404 Old Or,California,US|OBA Nature:Homeowners Association for a C|Invst Rel:N|Title:Board Member|Duties:Monthly Meeting attendance, HOA minutes, taking notes, discussing HOA management, approval of hoa busuiness (management actions such as renova|StrtDt:11-19-24|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-07 |
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