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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-31 |
| ID | RA | APPROVED | 2025-07-31 |
| UT | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED | 2025-06-16 |
| WA | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silvervue | Murray | UT | 02/2016 | 05/2016 |
| Frontier Secure/Frontier Communications Corporation | Provo | UT | 08/2016 | 04/2017 |
| Unemployed | Orem | UT | 05/2017 | 07/2017 |
| Via | Orem | UT | 07/2017 | 11/2018 |
| Fidelity Brokerage Services Llc/Fidelity Investments | Salt Lake City | UT | 11/2018 | 12/2020 |
| J.P. Morgan Securities Llc | Lehi | UT | 05/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Lehi | UT | 05/2025 | Present |
| Unemployed | Orem | UT | 06/2016 | 07/2016 |
| Unemployed | Alpine | UT | 03/2025 | 04/2025 |
| Fidelity Brokerage Services Llc/Fidelity Investments | Salt Lake City | UT | 10/2021 | 02/2025 |
| Unemployed | Sandy | UT | 01/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-20 |
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