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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-08 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
West Jordan, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 11/2004 | Present |
OBA-129096|OrgNmn:illas at Jordan Landing - Home Owners Association(HOA|Org Addr:West Jorda,Utah,US|OBA Nature:This is to serve (unpaid) as a|Invst Rel:N|Title:Board Member|Duties:Monthly board meetings to discuss neighborhood budget and be involved in future decisions of the HOA. I would be most likely serving as a tr|StrtDt:04-13-26|TotHrs/mon:2|TrdHrs/mon:0|OBA-91783|OrgNmn:Jordan School District|Org Addr:West Jorda,Utah,US|OBA Nature:substitute school teacher|Invst Rel:N|Title:substitute teacher|Duties:this would be basic substitute teacher activity. Noninvestment related. All on days where I am on PTO so it will not affect my daily job.|StrtDt:09-20-22|TotHrs/mon:8|TrdHrs/mon:8|OBA-8290|OrgNmn:Salt Lake Community College|Org Addr:Salt Lake ,Utah,US|OBA Nature:Community College|Invst Rel:N|Title:Finance and Credit: Adjunct Facul|Duties:Teaching classes on Finance and Investments to community college students|StrtDt:08-17-17|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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