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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
Woods Cross, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Salt Lake City | UT | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 08/2021 |
| Fidelity Investments | Salt Lake City | UT | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131973|OrgNmn:1099 contractor uber and lyft|Org Addr:Salt lake ,Utah,US|OBA Nature:1099 contractor part time|Invst Rel:N|Title:Independent Contractor|Duties:after work only driving uber and lyft part time|StrtDt:07-23-26|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-14 |
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