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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-24 |
| UT | RA | APPROVED | 2025-10-24 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Farmington, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Global Investments | Bountiful | UT | 12/2023 | 03/2025 |
| United State Postal Service | Salt Lake City | UT | 11/2015 | 01/2019 |
| Fidelity Investments | Salt Lake City | UT | 06/2025 | Present |
| Zions Bancorporation | Salt Lake City | UT | 03/2025 | 05/2025 |
| Fidelity Investments | Salt Lake City | UT | 01/2019 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-12 |
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