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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
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 |
|---|---|---|---|---|
| Transamerica Retirement Solutions | North Salt Lake | UT | 09/2014 | 01/2017 |
| Transamerica Investors Securities Corporation | North Salt Lake | UT | 09/2014 | 01/2017 |
| U.S. Bancorp Investments, Inc. | Orem | UT | 05/2017 | 03/2020 |
| Unemployed | Clinton | UT | 01/2017 | 04/2017 |
| Wells Fargo | Salt Lake City | UT | 04/2017 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City | UT | 04/2020 | 12/2021 |
| Bank Of America, N.A. | Salt Lake City | UT | 04/2020 | 12/2021 |
| Fidelity Investments | Salt Lake City | UT | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-27 |
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