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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
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 |
|---|---|---|---|---|
| United States Air Force Reserves | Layton | UT | 08/2006 | Present |
| Fidelity | Salt Lake City | UT | 04/2014 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-7264|OrgNmn:DreAmazing Vacations|Org Addr:Riverton,Utah,US|OBA Nature:Travel planning|Invst Rel:N|Title:Co-Owner|Duties:Website development, accounting, advertising, business registration and upkeep.|StrtDt:11-07-16|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-02 |
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