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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-10 |
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 |
|---|---|---|---|---|
| Ij & Jeanné Wagner Jewish Community Center | Salt Lake City | UT | 02/2006 | 09/2016 |
| Express Fashion Operations | Salt Lake City | UT | 11/2016 | 04/2022 |
| Unemployed | Salt Lake City | UT | 11/2023 | 06/2025 |
| Unemployed | Salt Lake City | UT | 09/2016 | 11/2016 |
| Keybank National Association | Salt Lake City | UT | 11/2016 | 11/2023 |
| Fidelity Investments | Salt Lake City | UT | 06/2025 | Present |
OBA-120258|OrgNmn:Bonneville Tower Condominium Association|Org Addr:Salt Lake ,Utah,US|OBA Nature:Condominium Association|Invst Rel:N|Title:President|Duties:Treasurer/Board Member|StrtDt:07-13-20|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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