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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-27 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Facet | West Palm Beach | FL | 05/2026 | Present |
| Intermountain Healthcare | Salt Lake City | UT | 05/2017 | 02/2018 |
| Skyline High School/Granite School District | Salt Lake City | UT | 05/2016 | 10/2018 |
| Go Skip Inc. | Salt Lake City | UT | 03/2018 | 10/2018 |
| David Eccles School Of Business, University Of Utah | Salt Lake City | UT | 11/2018 | 04/2019 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 05/2019 | 05/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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