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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 06/2018 | Present |
| Selecthealth Insurance | West Valley | UT | 08/2017 | 06/2018 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2016 | 07/2017 |
| Wendy's | Rexburg | ID | 05/2016 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-04 |
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