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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
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
West Valley City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Parcel Service (Ups) | West Valley City | UT | 07/2014 | 06/2020 |
| Fidelity Investments | Salt Lake City | UT | 06/2020 | Present |
| Salt Lake Community College | Taylorsville | UT | 08/2014 | 05/2017 |
| University Of Utah | Salt Lake City | UT | 08/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129702|OrgNmn:2G1C, LLC|Org Addr:WEST VALLE,Utah,US|OBA Nature:We plan to create content onli|Invst Rel:N|Title:Employee|Duties:will be recording videos and posting on social media platforms |StrtDt:|TotHrs/mon:32|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-13 |
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