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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-22 |
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Queen City Financial Advisors | Cincinnati | OH | 06/2015 | 09/2016 |
| Securities America Inc | Cincinnati | OH | 08/2015 | 09/2016 |
| Securities America Advisors | Cincinnati | OH | 08/2015 | 09/2016 |
| Fidelity Investments | Salt Lake City | UT | 10/2025 | Present |
| Nationwide Financial | Columbus | OH | 10/2016 | 06/2025 |
| Spa Lounge Lehi | Lehi | UT | 06/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-28 |
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