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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 01/2023 | Present |
| Transportation Security Administration | Salt Lake City | UT | 11/2022 | 01/2023 |
| Guaranteed Rate Afinity | Midvale | UT | 09/2020 | 11/2022 |
| Select Portfolio Servicing | West Valley City | UT | 10/2019 | 09/2020 |
| Ken Garff Honda | Salt Lake City | UT | 06/2019 | 10/2019 |
| Progrexion | West Valley City | UT | 02/2019 | 06/2019 |
| Identrust | Salt Lake City | UT | 10/2018 | 02/2019 |
| Wells Fargo Bank | Salt Lake City | UT | 10/2018 | 10/2018 |
| Unemployed | Salt Lake City | UT | 06/2018 | 10/2018 |
| Hss | Salt Lake City | UT | 06/2018 | 06/2018 |
| Veterans First Mortgage | Salt Lake City | UT | 10/2016 | 06/2018 |
| Us Magnesium | Grantsville | UT | 06/2016 | 10/2016 |
| Amazon | Salt Lake City | UT | 02/2022 | 12/2022 |
| Amazon | Salt Lake City | UT | 12/2019 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
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