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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
Clinton, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roy Jr High School And High School | Roy | UT | 08/2011 | 05/2017 |
| Salt Lake Community College | Cascade Springs | UT | 08/2017 | 05/2019 |
| Weber State | Ogden | UT | 08/2019 | 12/2021 |
| Roy City Water Department Meter Reader | Roy | UT | 05/2017 | 08/2020 |
| Fidelity Investments | Salt Lake City | UT | 10/2022 | Present |
| Weild & Co | Boulder | CO | 12/2021 | 10/2022 |
| West Haven Recreation | West Haven | UT | 08/2016 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-17 |
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