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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-14 |
| UT | RA | APPROVED | 2025-11-14 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyline High School | Salt Lake City | UT | 08/2013 | 06/2016 |
| Alliance Health | Salt Lake City | UT | 03/2017 | 04/2017 |
| Austin Stevenson Sales Llc | Salt Lake City | UT | 05/2024 | 08/2024 |
| Mountain America Credit Union | Salt Lake City | UT | 04/2017 | 05/2017 |
| Unemployed | Salt Lake City | UT | 05/2017 | 08/2017 |
| Salt Lake Community College And The University Of Utah | Salt Lake City | UT | 08/2016 | 05/2021 |
| Unemployed | Salt Lake City | UT | 09/2022 | 10/2022 |
| Alter | Salt Lake City | UT | 03/2025 | 05/2025 |
| Unemployed | Salt Lake City | UT | 05/2025 | 06/2025 |
| Fidelity Investments | Salt Lake City | UT | 08/2025 | Present |
| Fidelity Investments | Salt Lake City | UT | 05/2021 | 06/2022 |
| Mit45 Inc. | Salt Lake City | UT | 10/2022 | 05/2024 |
| Aktify | Salt Lake City | UT | 07/2022 | 09/2022 |
| The Salt Lake Country Club | Salt Lake City | UT | 06/2025 | 08/2025 |
| Simply Mac | Park City | UT | 04/2016 | 03/2017 |
| The Salt Lake Country Club | Salt Lake City | UT | 08/2017 | 05/2021 |
| Unemployment | Salt Lake City | UT | 08/2024 | 03/2025 |
| Unemployed | Salt Lake City | UT | 06/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-04 |
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