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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-07-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yuki Yama | Park City | UT | 03/2016 | 10/2021 |
| Hamachi | Salt Lake City | UT | 09/2021 | 11/2021 |
| University Of Utah | Salt Lake City | UT | 05/2020 | 06/2020 |
| Murcko Restaurant Group Llc | Park City | UT | 11/2018 | 03/2019 |
| Butchers Chop House And Bar Llc | Park City | UT | 06/2016 | 01/2017 |
| Fidelity Investments | Salt Lake City | UT | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-13 |
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