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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
1261 Roseville Parkway, Roseville, CA 95678-9998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A First Name Basis Home Care | Riverdale | UT | 12/2015 | 07/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Salt Lake City | UT | 07/2019 | 12/2020 |
| A First Name Basis Home Care | Riverdale | UT | 12/2020 | 05/2021 |
| Fidelity Investments | Salt Lake City | UT | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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