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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Eagle Mountain, UT • United States
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 |
|---|---|---|---|---|
| Southern Utah University | Cedar City | UT | 01/2016 | 04/2017 |
| Snow College | Ephraim | UT | 01/2018 | 12/2018 |
| Quick Quack Car Wash | Provo | UT | 06/2018 | 07/2018 |
| Lazy S&K, Llc | Lehi | UT | 04/2019 | 10/2019 |
| Utah Valley University | Orem | UT | 08/2019 | 08/2021 |
| Asset Staffing Inc | White Plains | NY | 12/2020 | 09/2021 |
| Fidelity Investments | Westlake | TX | 09/2021 | Present |
| Unemployed | Orem | UT | 05/2017 | 12/2017 |
| Unemployed | Orem | UT | 01/2019 | 03/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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