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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| UT | RA | APPROVED | 2025-12-15 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zibtek | Draper | UT | 02/2022 | 09/2022 |
| Fidelity Investments | Salt Lake City | UT | 01/2025 | Present |
| Gitlab | San Francisco | CA | 06/2023 | 07/2024 |
| Pluralsight | Draper | UT | 09/2022 | 06/2023 |
| Amazon.cOm Llc | Salt Lake City | UT | 11/2024 | 01/2025 |
| Hangar 15 Bicycles | Draper | UT | 12/2020 | 02/2022 |
| Insync Interpreters | Sandy | UT | 02/2015 | 12/2020 |
| Unemployed | Draper | UT | 09/2024 | 10/2024 |
| Glow Insurance | Lehi | UT | 07/2024 | 09/2024 |
| Doordash | Salt Lake City | UT | 07/2024 | 09/2024 |
OBA-116394|OrgNmn:Stefano's Vintage Bikes and Photography|Org Addr:Draper,Utah,US|OBA Nature:Locate bicycles, spare parts, |Invst Rel:N|Title:Owner and Head Mechanic|Duties:Description of duties: Locate (in the mountain west region) vintage bicycles, repair, and photograph vintage mountain bikes for art. |StrtDt:01-23-23|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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