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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-03 |
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 |
|---|---|---|---|---|
| Winters Bros Mowing | Salt Lake City | UT | 01/2014 | 07/2022 |
| Lds Mission | Lubbock | TX | 07/2022 | 08/2024 |
| Fidelity Investments | Salt Lake City | UT | 01/2025 | Present |
| Winters Bros Mowing | Salt Lake City | UT | 08/2024 | 10/2024 |
| Jeremy Porter | Salt Lake City | UT | 08/2024 | 01/2025 |
| Mark Zuro | Salt Lake City | UT | 12/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-09 |
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