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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Bountiful, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Misty Properties Llc | Bountiful | UT | 05/2003 | 04/2022 |
| Zinnia Properties Llc | Bountiful | UT | 05/2005 | 04/2022 |
| Strategic Investments Llc | Bountiful | UT | 01/2008 | 08/2018 |
| The Life You'vE Always Wanted | Bountiful | UT | 01/2019 | 12/2021 |
| Strongbrook Mentoring | Bountiful | UT | 03/2016 | 12/2018 |
| Fidelity Investments | Salt Lake City | UT | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67938|OrgNmn:Zinnia Properties LLC|Org Addr:Bountiful,Utah,US|OBA Nature:My husband and I own 2 rental |Invst Rel:Y|Title:Partner|Duties:My husband and I manage the properties. Specifically, I do the billing and book keeping. Also, this business started 05/01/2005. The date abov|StrtDt:04-11-22|TotHrs/mon:4|TrdHrs/mon:0|OBA-67935|OrgNmn:Misty Properties LLC |Org Addr:Bountiful,Utah,US|OBA Nature:My husband and I own 2 rental |Invst Rel:Y|Title:Partner|Duties:My husband and I manage the properties. Specifically, I do the billing and book keeping. Also, this business started 05/01/2003. The date abov|StrtDt:04-11-22|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-07 |
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