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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 |
|---|---|---|---|---|
| Citibank | Roy | UT | 01/2007 | 08/2022 |
| Western Governors University | Sunset | UT | 08/2018 | 01/2022 |
| Fidelity Investments | Salt Lake City | UT | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-91132|OrgNmn:Utah Defense Solutions|Org Addr:Syracuse,Utah,US|OBA Nature:Provide training and safe hand|Invst Rel:N|Title:Owner|Duties:Owner and trainer of the company|StrtDt:03-19-19|TotHrs/mon:30|TrdHrs/mon:0|OBA-120645|OrgNmn:Cornia Bookkeeping|Org Addr:Syracuse,Utah,US|OBA Nature:Bookkeeping contractor for bus|Invst Rel:N|Title:Part owner with my wife for struc|Duties:None|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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