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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 |
|---|---|---|---|---|
| Associate Staffing | Salt Lake City | UT | 11/2019 | 02/2020 |
| Aperture Medical | Sandy | UT | 08/2019 | 11/2019 |
| Upwell Health (Formerly Alliance Health) | Salt Lake City | UT | 11/2016 | 08/2019 |
| Tsunami Restaurant | South Jordan | UT | 08/2016 | 11/2016 |
| Morgan Stanley | South Jordan | UT | 04/2020 | 04/2021 |
| Unemployed | West Valley | UT | 02/2020 | 04/2020 |
| Fidelity | Salt Lake City | UT | 04/2021 | Present |
| Salt Lake Community College | Taylorsville | UT | 09/2015 | 09/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
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