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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stay Home Dad | Saratoga Springs | UT | 06/2011 | 05/2022 |
| Fidelity Investments | American Fork | UT | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111893|OrgNmn:Bash Bros Baseball|Org Addr:Saratoga S,Utah,US|OBA Nature:Local Tournament Baseball Team|Invst Rel:N|Title:Team Manager|Duties:I organize and invite a roster of players. I pay for uniforms and tournament fees. Those fees are reimbursed by the particiapting families for|StrtDt:06-01-23|TotHrs/mon:2|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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