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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
West Valley City, UT • United States
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 |
|---|---|---|---|---|
| Education At Work | Salt Lake City | UT | 09/2019 | 04/2022 |
| Detail Builders Inc. | Herriman | UT | 08/2017 | 09/2019 |
| Cyprus High School | West Valley City | UT | 06/2012 | 08/2017 |
| Unemployed | West Valley City | UT | 04/2022 | 06/2022 |
| University Of Utah | Salt Lake City | UT | 08/2019 | 05/2022 |
| Fidelity Investments | Salt Lake City | UT | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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