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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 05/2022 | Present |
| Costco Wholesale | Saint George | UT | 10/2020 | 05/2022 |
| Equity Real Estate | Saint George | UT | 07/2020 | 10/2021 |
| The Home Depot | Washington | UT | 10/2019 | 10/2020 |
| Lowe's Home Improvement | Saint George | UT | 10/2018 | 10/2019 |
| Bed Bath & Beyond | Washington | UT | 08/2018 | 10/2018 |
| Lowe's Home Improvement | Jurupa Valley | CA | 05/2017 | 08/2018 |
| Full Time Student | Corona | CA | 04/2012 | 05/2017 |
| Riverside Community College | Riverside | CA | 08/2016 | 01/2019 |
| Dixie State University | St. George | UT | 01/2019 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-06 |
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