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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
Salt Lake City, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 08/2022 | Present |
| University Of Utah School Of Medicine | Salt Lake City | UT | 11/2020 | 08/2022 |
| Neurobehavioral Center For Growth | Bountiful | UT | 06/2019 | 11/2020 |
| Wasatch Brewery | Park City | UT | 04/2018 | 06/2019 |
| Vail Resorts Park City Mountain | Park City | UT | 12/2018 | 02/2019 |
| Silver Mountain Spa & Fitness Llc | Park City | UT | 10/2018 | 01/2019 |
| Canyon's Resort Children's Center | Park City | UT | 11/2017 | 04/2018 |
| University Of Utah College Of Social Work | Salt Lake City | UT | 07/2017 | 11/2017 |
| Accessible Festivals / Ten-Fifty Entertainment | Los Angeles | CA | 10/2014 | 10/2017 |
| Center For Autism And Related Services, Caps | Burbank | CA | 05/2016 | 07/2017 |
| Live Nation Entertainment | Hollywood | CA | 03/2016 | 05/2017 |
| Loyola Marymount University | Los Angeles | CA | 08/2013 | 05/2017 |
| Insomniac Events | Hollywood | CA | 03/2015 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-31 |
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