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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-27 |
| TX | RA | APPROVED | 2025-06-26 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Cottonwood Heights, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Salt Lake City | UT | 12/2021 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Salt Lake City | UT | 05/2021 | 03/2024 |
| Dick's Fresh Market | Bountiful | UT | 02/2020 | 04/2021 |
| Starbucks | Farmington | UT | 08/2018 | 07/2019 |
| Cinemark | Farmington | UT | 04/2017 | 08/2018 |
| Lagoon | Farmington | UT | 03/2016 | 10/2016 |
| Unemployed | Farmington | UT | 11/2016 | 03/2017 |
| Unemployed | Farmington | UT | 08/2019 | 01/2020 |
| Fidelity Investments | Salt Lake City | UT | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-10 |
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