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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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 06/2022 | 08/2022 |
| Us Tech Solutions Inc | Jersey City | NJ | 06/2022 | 08/2022 |
| Best Buy | Ame | IA | 11/2021 | 06/2022 |
| Menards | Davenport | IA | 02/2019 | 08/2021 |
| Hyvee | Davenport | IA | 01/2016 | 02/2019 |
| Fidelity Investments | Salt Lake City | UT | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-06 |
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