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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-24 |
| UT | RA | APPROVED | 2025-10-24 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Syracuse, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pyxant Lab | Salt Lake City | UT | 07/2021 | 02/2022 |
| Tandem/Labcorp/Covance | Salt Lake City | UT | 06/2015 | 07/2021 |
| Fidelity Investments | Salt Lake City | UT | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-02 |
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