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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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | American Fork | UT | 04/2019 | Present |
| Ashley Furniture Homestore | Salt Lake City | UT | 12/2018 | 04/2019 |
| Clayton Homes | Albany | OR | 05/2018 | 12/2018 |
| Ashley Furniture Homestore | Salem | OR | 06/2016 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-119256|OrgNmn:BTJ LLC|Org Addr:Cheyenne,Wyoming,US|OBA Nature:This is a company created as p|Invst Rel:Y|Title:Partner|Duties:None|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-06 |
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