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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 03/2011 | 06/2018 |
| Fidelity Personal And Workplace Advisors | Folsom | CA | 07/2018 | 07/2021 |
| Jp Morgan Chase Bank, N.A. | Saint George | UT | 07/2021 | 09/2021 |
| J.P. Morgan Securities Llc | Saint George | UT | 07/2021 | 09/2021 |
| Strategic Advisers Llc | Salt Lake City | UT | 05/2012 | 06/2018 |
| Fidelity Investments | Salt Lake City | UT | 09/2008 | 06/2018 |
| Strategic Advisers Llc | Folsom | CA | 07/2018 | 07/2018 |
| Fidelity Investments | Folsom | CA | 06/2018 | 07/2021 |
| Fidelity Investments | Folsom | CA | 06/2018 | 07/2021 |
| Personal Capital Advisors Corporation | Saint George | UT | 10/2021 | 10/2021 |
| Fidelity Investments | Salt Lake City | UT | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-13 |
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