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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-04 |
| UT | RA | APPROVED | 2026-02-04 |
Branch Locations
Salt Lake City, UT • United States
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 |
|---|---|---|---|---|
| Uber Eats | Temecula | CA | 02/2024 | 09/2024 |
| Unemployed | Temecula | CA | 01/2020 | 06/2020 |
| Survival Systems International | Valley Center | CA | 06/2019 | 08/2019 |
| Full-Time Education | Temecula | CA | 01/2013 | 06/2018 |
| Doordash | Temecula | CA | 07/2020 | 09/2024 |
| Cold Stone Creamery | Temecula | CA | 09/2019 | 01/2020 |
| Unemployed | Temecula | CA | 08/2019 | 09/2019 |
| Unemployed | Temecula | CA | 08/2018 | 05/2019 |
| Employbridge | Temecula | CA | 06/2018 | 08/2018 |
| Fidelity Investments | Salt Lake City | UT | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-19 |
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