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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
American Fork, UT • United States
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 |
|---|---|---|---|---|
| Provo City | Provo | UT | 03/2019 | 06/2021 |
| Fyzical Therapy And Balance | Provo | UT | 12/2020 | 04/2021 |
| Missionary Training Center | Provo | UT | 08/2018 | 02/2020 |
| Ecoshield Pest Control | Tukwila | WA | 04/2018 | 08/2018 |
| Trimco Millworks | Salt Lake City | UT | 09/2017 | 04/2018 |
| N'A | Legazpi | 09/2015 | 09/2017 | |
| Fidelity Investments | American Fork | UT | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-18 |
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