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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-16 |
| UT | RA | APPROVED | 2020-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 06/2014 | 01/2020 |
| Nielsen'S Landscaping & Snow Removal Llc | Salt Lake City | UT | 02/2007 | 04/2017 |
| Fidelity Personal And Workplace Advisors | Salt Lake City | UT | 07/2018 | 01/2020 |
| Strategic Advisers Llc | Salt Lake City | UT | 01/2015 | 07/2018 |
| Jp Morgan Securities, Llc | Park City | UT | 01/2020 | Present |
| Jp Morgan Chase Bank, N.A. | Park City | UT | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-21 |
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