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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
| UT | RA | APPROVED | 2025-05-14 |
Branch Locations
West Valley City, 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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 06/2021 | Present |
| Ups | San Diego | CA | 06/2020 | 06/2021 |
| Castle Aura Enterprise | San Diego | CA | 06/2019 | 09/2019 |
| California State Parks | Laguna Beach | CA | 09/2016 | 06/2019 |
| Uc San Diego | San Diego | CA | 09/2019 | 06/2020 |
| Corona Del Mar High School | Newport Beach | CA | 07/2011 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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