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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 |
|---|---|---|---|---|
| Unemployed | Farmington | UT | 03/2021 | 06/2021 |
| P.F. Chang's | Farmington | UT | 08/2020 | 03/2021 |
| Fidelity Investments | Salt Lake City | UT | 06/2021 | Present |
| Lawn Care Business | Farmington | UT | 06/2011 | 11/2020 |
| Farmington City Recreation | Farmington | UT | 11/2011 | 06/2019 |
| Davis High School | Kaysville | UT | 08/2015 | 06/2017 |
| Weber State University | Ogden | UT | 08/2017 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126971|OrgNmn:Cozy Corner AirBNB|Org Addr:Bountiful,Utah,US|OBA Nature:Listing basement apartment on |Invst Rel:Y|Title:Partner|Duties:Informing guests of check in and stay information, monitoring maintenance requirements and general upkeep. |StrtDt:02-09-26|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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