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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
Eagle Mountain, 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 |
|---|---|---|---|---|
| D. Craig Mckenna Advisors, Llc | American Fork | UT | 03/2009 | 12/2016 |
| Madison Avenue Securities, Inc. | American Fork | UT | 08/2011 | 12/2016 |
| Mckenna Financial Services And Insurances, Inc. | American Fork | UT | 08/2011 | 12/2016 |
| Tax Savings Solutions, Inc. | American Fork | UT | 10/2011 | 12/2016 |
| Brokers International Financial Services, Llc. | American Fork | UT | 01/2017 | 06/2020 |
| Fidelity Investments | Salt Lake City | UT | 05/2022 | Present |
| Independent Contractor - Us Health Advisors | Murray | UT | 05/2021 | 08/2021 |
| Family Search | Salt Lake City | UT | 03/2019 | 03/2021 |
| Unemployed | Ego Mountain | UT | 08/2021 | 04/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-98731|OrgNmn:Focal Point|Org Addr:Eagle Moun,Utah,US|OBA Nature:We would be paying for home pr|Invst Rel:N|Title:Independent Contractor|Duties:Respond to leads and line those leads up with contractors.|StrtDt:|TotHrs/mon:48|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-13 |
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