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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Sundance Partners Ltd | Sundance | UT | 11/2019 | 03/2020 |
| Enium Capital Group | Sandy | UT | 02/2018 | 02/2019 |
| Code Greene | Salt Lake City | UT | 05/2016 | 12/2017 |
| Unemployed | Logan | UT | 04/2020 | 04/2021 |
| Unemployed - Unpaid Startup Consulting | Orem | UT | 02/2019 | 11/2019 |
| Full Time Education | Logan | UT | 01/2013 | 12/2016 |
| Fidelity Investments | American Fork | UT | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-59639|OrgNmn:DEEShop|Org Addr:Lehi,Utah,US|OBA Nature:Amazon Reseller Business|Invst Rel:N|Title:Owner/Operator|Duties:I keep an eye out for deals that I can flip and resell through Amazon's Marketplace. I prep and ship them to Amazon for fulfillment. |StrtDt:03-01-21|TotHrs/mon:15|TrdHrs/mon:0|OBA-59641|OrgNmn:Dee's RE Touch|Org Addr:Lehi,Utah,US|OBA Nature:Property Management/ Maintenan|Invst Rel:Y|Title:Owner/Operator|Duties:I manage a rental properties, collect rent, fix anything broken. I also occasionally will accept an outside project. Usually it is house/cabin|StrtDt:08-01-16|TotHrs/mon:10|TrdHrs/mon:0|OBA-68763|OrgNmn:Sunny Dee Solar|Org Addr:Lehi,Utah,US|OBA Nature:Renewable Energy Consulting|Invst Rel:N|Title:Independent Contractor|Duties:Meet with and review energy consumption activities and provide solutions to homeowners trying to improve their carbon footprint. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-17 |
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