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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 |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2022 | Present |
| Extended Travel | Glenmavis, Airdrie | 09/2021 | 03/2022 | |
| Ventra Health (Previously Abeo Management Corporation) | Sandy | UT | 08/2020 | 09/2021 |
| Utah Valley University | Orem | UT | 01/2020 | 08/2021 |
| Express Employment | Sandy | UT | 11/2019 | 01/2020 |
| Unemployed | Sandy | UT | 09/2019 | 11/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Birmingham | 10/2017 | 09/2019 | |
| Unemployed | Sandy | UT | 08/2017 | 10/2017 |
| Hallmark Homes And Development | West Valley City | UT | 06/2017 | 08/2017 |
| Butler Middle School, Albion Middle School, Brighton High School | Sandy | UT | 07/2012 | 06/2017 |
| Unemployed | Sandy | UT | 03/2022 | 07/2022 |
| Cowboy Corndogs | Salt Lake City | UT | 09/2014 | 11/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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