Kelton Henderson Lawson

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-11-07

Branch Locations

Herriman, UT • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	American Fork	UT	02/2021	10/2023
Ups	Horsham	PA	11/2020	01/2021
Burpee	Warminster	PA	11/2020	11/2020
At&T	Irving	TX	07/2020	10/2020
Puget Sound Moving And Storage	Kent	WA	10/2016	04/2020
Gartner	Irving	TX	05/2019	08/2019
Aptive Environmental	Provo	UT	05/2016	09/2016
Byu	Provo	UT	08/2012	04/2020
Fidelity Brokerage Services Llc	American Fork	UT	02/2021	10/2023
Fidelity Personal And Workplace Advisors	American Fork	UT	09/2023	10/2023
Tiaa	Salt Lake City	UT	10/2023	Present
Tiaa-Cref Individual & Institutional Services, Llc	Salt Lake City	UT	10/2023	Present

02/2021 → 10/2023

Fidelity Investments

American Fork, UT
11/2020 → 01/2021

Ups

Horsham, PA
11/2020 → 11/2020

Burpee

Warminster, PA
07/2020 → 10/2020

At&T

Irving, TX
10/2016 → 04/2020

Puget Sound Moving And Storage

Kent, WA
05/2019 → 08/2019

Gartner

Irving, TX
05/2016 → 09/2016

Aptive Environmental

Provo, UT
08/2012 → 04/2020

Byu

Provo, UT
02/2021 → 10/2023

Fidelity Brokerage Services Llc

American Fork, UT
09/2023 → 10/2023

Fidelity Personal And Workplace Advisors

American Fork, UT
10/2023 → Present

Tiaa

Salt Lake City, UT
10/2023 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Salt Lake City, UT

2023-09-07 → 2023-10-12

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-06
S63	Uniform Securities Agent State Law Examination	2021-07-23

Other Firms