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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
279 West South Temple, Salt Lake City, UT 84101-1333 • 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 |
|---|---|---|---|---|
| Integrity Lending | South Jordan | UT | 03/2018 | 01/2019 |
| Castle And Cooke Mortgage | Cottonwood Heights | UT | 02/2017 | 02/2018 |
| Fidelity Investment | Salt Lake City | UT | 11/2010 | 02/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2018 | 02/2019 |
| Northwestern Mutual Investment Services Llc | Salt Lake Cty | UT | 11/2018 | 02/2019 |
| E*Trade Securities Llc | Sandy | UT | 04/2019 | 02/2022 |
| E*Trade Capital Management Llc | Sandy | UT | 04/2019 | 02/2022 |
| Fidelity Investments | Salt Lake City | UT | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-04 |
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