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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 | Salt Lake City | UT | 05/2019 | Present |
| Byu Independent Study | Provo | UT | 01/2016 | 05/2019 |
| Hap Alaska Yukon | Fairbanks | AK | 02/2017 | 09/2017 |
| Hap Alaska Yukon | Fairbanks | AK | 06/2018 | 10/2018 |
| Brigham Young University | Provo | UT | 08/2015 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115321|OrgNmn:Hallows Grove Real Estate|Org Addr:Taylorsvil,Utah,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Officer|Duties:Ocassional Maintenance Approvals|StrtDt:11-27-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-127485|OrgNmn:Murray heights HOA|Org Addr:Murray,Utah,US|OBA Nature:HOA Board of Directors|Invst Rel:N|Title:HOA President|Duties:Meet 4 times a quarter. Make decisions about the maintenance and support of the HOA.|StrtDt:01-01-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-18 |
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