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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 |
|---|---|---|---|---|
| Valley Behavioral Health | Salt Lake City | UT | 04/2014 | 04/2019 |
| Jp Morgan Chase Bank | Salt Lake City | UT | 06/2016 | 10/2017 |
| Jp Morgan Securities Llc | Salt Lake City | UT | 06/2016 | 10/2017 |
| E*Trade Securities Llc | Sandy | UT | 06/2020 | 02/2021 |
| State Of Utah | Salt Lake City | UT | 05/2019 | 11/2019 |
| Sherwin-Williams | Salt Lake City | UT | 12/2019 | 05/2020 |
| Fidelity Investments | Salt Lake City | UT | 06/2021 | Present |
| Intermountain Healthcare | Salt Lake City | UT | 02/2021 | 08/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-21 |
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