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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 06/2013 | 04/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2017 | 05/2020 |
| Divergent Wealth Advisors, Llc | Midvale | UT | 04/2017 | 05/2020 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 05/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-09 |
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