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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-24 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3240 East Camelback Road, Phoenix, AZ 85018-2335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2022 | Present |
| Iceburg Housing | Rexburg | ID | 07/2021 | 12/2021 |
| Connextion Property Management | Rexburg | ID | 08/2019 | 07/2021 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2017 | 12/2021 |
| Avantguard Monitoring | Rexburg | ID | 04/2018 | 08/2019 |
| Clear Insights | Rexburg | ID | 04/2018 | 04/2018 |
| Costa Vida | Rexburg | ID | 04/2018 | 04/2018 |
| Vivint Smart Home | Rexburg | ID | 01/2018 | 04/2018 |
| Kevin Cook Orthodontics | Marion | IL | 02/2017 | 09/2017 |
| Golds Gym | Marion | IL | 01/2017 | 01/2017 |
| The Church Of Jesus Christ Of Latter Day Saints | Barranquilla | 08/2016 | 01/2017 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2026 | Present |
| Strategic Advisers Llc | Westlake | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
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