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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments / Fidelity Brokerage Services Llc | Salt Lake City | UT | 08/2013 | 07/2017 |
| Jp Morgan Securities Llc | Draper | UT | 09/2017 | 02/2018 |
| Jpmorgan Chase Bank | Draper | UT | 09/2017 | 02/2018 |
| Strategic Advisors, Inc. | Salt Lake City | UT | 09/2014 | 07/2017 |
| Unemployed | West Jordan | UT | 07/2017 | 09/2017 |
| Unemployed | West Jordan | UT | 02/2018 | 04/2018 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 06/2018 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 09/2018 | 11/2018 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 12/2018 | 09/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 09/2020 | 02/2023 |
| Cuna Mutual Group | Waverly | IA | 09/2020 | 02/2023 |
| Unemployed | Salt Lake City | UT | 06/2018 | 09/2018 |
| Lpl Financial Llc | Salt Lake City | UT | 05/2022 | 02/2023 |
| Fidelity Investments | Salt Lake City | UT | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
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