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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
Bluffdale, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utah State University | Logan | UT | 09/2016 | 05/2017 |
| Lowe's | Logan | UT | 06/2017 | 08/2017 |
| Utah State University | Logan | UT | 09/2016 | 08/2018 |
| Utah State University - Seed Program: Mentors Philippines | Pasig | 09/2018 | 11/2018 | |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 03/2019 | Present |
| Unemployed | Ephraim | UT | 12/2018 | 02/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-10 |
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