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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
Eagle Mountain, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lyft | Eagle Mountain | UT | 06/2021 | 06/2022 |
| Nazca Grill - Samak Holdings Llc Dba | American Fork | UT | 08/2021 | 08/2021 |
| Caslte & Cooke | Draper | UT | 02/2021 | 06/2021 |
| Unemployed | Utah | UT | 10/2020 | 02/2021 |
| Premier Credit Consulting | Draper | UT | 07/2020 | 10/2020 |
| Unemployed | Utah | UT | 12/2019 | 06/2020 |
| Frontier Co_Op | Norway | IA | 08/2019 | 12/2019 |
| Unemployed | Utah | UT | 08/2018 | 08/2019 |
| Doterra | Pleasant Grove | UT | 01/2018 | 08/2018 |
| Unemployed | Utah | UT | 08/2017 | 01/2018 |
| Hbp Shared Services | Provo | UT | 07/2017 | 08/2017 |
| Unemployed | Utah | UT | 03/2017 | 07/2017 |
| Pic Group | Princeton | IN | 01/2017 | 03/2017 |
| Unemployed | Newburgh | IN | 08/2016 | 01/2017 |
| Fidelity Investments | American Fork | UT | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112079|OrgNmn:Lyft|Org Addr:San Franci,California,US|OBA Nature:Transportation - working as an|Invst Rel:N|Title:Independent Contractor|Duties:No obligation - providing rideshare services at my own discretion for mobility purposes|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
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