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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
Clinton, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Ogden | UT | 03/2014 | 09/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Salt Lake City | UT | 09/2016 | 04/2020 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 04/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-30 |
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