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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 07/2020 | Present |
| Chrysalis | Provo | UT | 01/2017 | 07/2020 |
| Stonehenge | American Fork | UT | 08/2016 | 01/2017 |
| Amazon | Cedar Hills | UT | 01/2017 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-122145|OrgNmn:Fit Parent Guide|Org Addr:Saratoga S,Utah,US|OBA Nature:I had an idea to make pdf's fo|Invst Rel:N|Title:Owner |Duties:Nothing, just something I would do in my spare time. More as a hobby|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-01 |
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