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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States
Ashland, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Wealth Management | Salt Lake City | UT | 07/2021 | 07/2023 |
| Brooks Pest Control | Provo | UT | 04/2022 | 08/2022 |
| Kneaders | Orem | UT | 01/2019 | 04/2019 |
| Progrexion Teleservices | Provo | UT | 10/2019 | 03/2020 |
| Fidelity Investments | Salt Lake City | UT | 06/2023 | Present |
| Full Time School | South Jordan | UT | 09/2006 | 05/2023 |
| 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 | 2023-09-29 |
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