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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 | 02/2021 | Present |
| Davidson Defense Inc. | Orem | UT | 06/2020 | 02/2021 |
| Utah Valley University | Orem | UT | 08/2018 | 05/2020 |
| Rise Pest Control | Provo | UT | 05/2019 | 08/2019 |
| Jb Moving Company | American Fork | UT | 10/2018 | 12/2018 |
| Utah System Of Higher Education | Salt Lake City | UT | 01/2018 | 08/2018 |
| North-Eastern Services | Logan | UT | 09/2017 | 12/2017 |
| Discover Financial Services | West Valley City | UT | 05/2017 | 08/2017 |
| Utah State University | Logan | UT | 08/2015 | 12/2017 |
| Cherry Peake Resort | Smithfield | UT | 12/2015 | 03/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-18236|OrgNmn:freelance/ paid hobby|Org Addr:Orem,Utah,US|OBA Nature:build custom automotive headli|Invst Rel:N|Title:Custom headlight builder|Duties:I build a couple sets of headlights a year meant for use on off-road vehicles|StrtDt:03-01-21|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-10 |
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