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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
Kaysville, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpine Cleaning And Restoration | North Salt Lake | UT | 08/2019 | 03/2020 |
| Fidelity Investments | Salt Lake City | UT | 08/2021 | 04/2022 |
| Viewmont High School | Bountiful | UT | 08/2016 | 06/2019 |
| Fidelity Investments | Salt Lake City | UT | 10/2022 | 07/2024 |
| Diamond Rental | Salt Lake City | UT | 03/2020 | 04/2020 |
| Unemployed | Salt Lake City | UT | 04/2020 | 07/2020 |
| Randall Brothers Carwash | Centerville | UT | 06/2016 | 08/2019 |
| Mercedes Benz Of Farmington | Farmington | UT | 07/2020 | 09/2020 |
| Horizon Federal Credit Union | Farmington | UT | 09/2020 | 08/2021 |
| Fidelity Investments | Salt Lake City | UT | 04/2022 | 10/2022 |
| Fidelity Investments | Salt Lake City | UT | 07/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
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