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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 |
|---|---|---|---|---|
| Huntsman Cancer Research Hospital Grossman Lab | Salt Lake City | UT | 06/2018 | Present |
| Huntsman Cancer Hospital Holmen Lab | Salt Lake City | UT | 09/2017 | 05/2018 |
| Dick N Dixies Bar | Salt Lake City | UT | 08/2017 | 10/2018 |
| Purgatory Bar | Salt Lake City | UT | 10/2018 | 12/2018 |
| Utah Alliance For Children | Salt Lake City | UT | 06/2017 | 08/2017 |
| Dean Li Lab In U Of U Department Of Molecular Medicine | Salt Lake City | UT | 05/2016 | 09/2016 |
| University Of Utah | Salt Lake City | UT | 06/2016 | 06/2017 |
| Fidelity Investments | Salt Lake City | UT | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-12 |
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