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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
Farmington, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corporation Of The Presiding Bishopric | Salt Lake City | UT | 10/2016 | 10/2018 |
| G.O.A.T. Glove | Farmington | UT | 09/2018 | 11/2018 |
| A Place For Rover (Rover.cOm) | Farmington | UT | 07/2016 | 09/2018 |
| Uber | Salt Lake City | UT | 11/2017 | 03/2018 |
| Lyft | Salt Lake City | UT | 11/2017 | 03/2018 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 11/2018 | Present |
| Ups, United Parcel Service Of America | West Valley City | UT | 04/2016 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-91460|OrgNmn:KLN Vending|Org Addr:Farmington,Utah,US|OBA Nature:Vending Machine Operator|Invst Rel:N|Title:Partner|Duties:Own, operate, and service vending machines.|StrtDt:09-06-22|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-20 |
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