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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
West Jordan, 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 | 08/2012 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-69190|OrgNmn:Let's Bounce Rentals LLC|Org Addr:West Jorda,Utah,US|OBA Nature:Rentals for equipment, inflata|Invst Rel:N|Title:Owner|Duties:I will help with the rental process including set up and take down.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-10021|OrgNmn:Realtypath|Org Addr:Midvale,Utah,US|OBA Nature:Real Estate Sales|Invst Rel:Y|Title:Real Estate Agent|Duties:I represent my wife and myself in our real estate transactions. I also help family and friends purchase or sell real estate.|StrtDt:05-06-13|TotHrs/mon:5|TrdHrs/mon:0.5|OBA-108602|OrgNmn:Partner for Health Coach|Org Addr:West Jorda,Utah,US|OBA Nature:I will be part of an affiliate|Invst Rel:N|Title:Sole Proprietor|Duties:I will be part of an affiliate partnership program for FASTer Way to Fat Loss program. I will receive commissions for referrals I send that si|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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