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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
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 |
|---|---|---|---|---|
| Kravata Co. | Midvale | UT | 02/2018 | 12/2018 |
| Select Portfolio Servicing | West Valley | UT | 10/2016 | 12/2018 |
| Perigee Consulting | West Jordan | UT | 09/2016 | 10/2016 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 12/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107159|OrgNmn:Tangled Up in the Magic|Org Addr:Herriman,Utah,US|OBA Nature:It's a social media account th|Invst Rel:N|Title:Content creator alongside my wife|Duties:I will help my wife create social media content for the page|StrtDt:02-26-24|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-08 |
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