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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-10-18 |
| TX | RA | APPROVED | 2018-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 02/2011 | 10/2018 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 07/2018 | 10/2018 |
| Strategic Advisers Llc | Salt Lake City | UT | 07/2014 | 07/2018 |
| Jp Morgan Securities, Llc | Salt Lake City | UT | 10/2018 | Present |
| Jp Morgan Chase Bank, N.A. | Salt Lake City | UT | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-13 |
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