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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
Eagle Mountain, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R1Rcm Inc | Murray | UT | 08/2019 | 05/2021 |
| Fidelity Investments | Salt Lake City | UT | 06/2021 | Present |
| Mountain America Credit Union | Sandy | UT | 10/2018 | 09/2019 |
| Guayaquil North Mission For The Church Of Jesus Christ (Lds) | Guayaquil | 09/2016 | 08/2018 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102531|OrgNmn:Rental property|Org Addr:Murray,Utah,US|OBA Nature:rental unit for condo. |Invst Rel:Y|Title:owner of property./ |Duties:rental agreement with tenant, as well care for property. nothing else. |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-02 |
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