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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-06 |
| VA | RA | APPROVED | 2025-06-04 |
Branch Locations
1650 Tysons Blvd Suite #150, Tysons Corner, VA 22102 • 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 | 05/2025 |
| Self-Employed | Orem | UT | 09/2016 | 05/2019 |
| Granogi | Orem | UT | 06/2018 | 09/2018 |
| Gmdc | Kensington | MD | 05/2018 | 05/2018 |
| Enlinx | West Valley City | UT | 12/2018 | 12/2018 |
| The Church Of Jesus Christ Of Latter-Day Saints | Albuquerque | NM | 09/2014 | 09/2016 |
| Fidelity Investments | Charlotte | NC | 03/2025 | 05/2025 |
| Charles Schwab & Co., Inc. | Mclean | VA | 05/2025 | Present |
| Schwab Wealth Advisory Inc | Tysons Corner | VA | 05/2025 | Present |
1) Estate Sale | Investment Related:No|Retail|Owner|4/4/2026|Less than 20|0|My grandfather in-law passed way August of 2025. He had an extensive autographed book collection among other collectibles. The family (my mother in-law and her siblings) is wanting to sell the collection. This will require establishing an eBay account, posting listings to sell the books, with some items being collectibles such as toys or autographed footballs, and shipping them to buyers. They have offered for me to keep 25% of the earnings. There are about 150 books and an additional 20 items that are to be sold, and the eBay shop and book sales would be shut down once all books and other items are sold
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-02 |
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