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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Better Homes And Garden Influence Partners Brokerage | Pleasant Grove | UT | 03/2018 | 10/2018 |
| Crossfit Hyperion | Pleasant Grove | UT | 10/2012 | 02/2018 |
| Fidelity Brokerage Services, Llc | Phoenix | AZ | 10/2018 | Present |
| Fidelity Investments | Phoenix | AZ | 03/2025 | Present |
| Strategic Advisers Llc | Phoenix | AZ | 05/2026 | Present |
OBA-11576|OrgNmn:self employed|Org Addr:Lehi,Utah,US|OBA Nature:fitness|Invst Rel:N|Title:Coach|Duties:fitness, weightlifting, nutrition coaching|StrtDt:10-24-18|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-11 |
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