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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 | 08/2022 | Present |
| Max Cleaning Co | Logan | UT | 07/2022 | 08/2022 |
| Total Quality Logistics | Salt Lake City | UT | 02/2022 | 07/2022 |
| Level 9 Sports | Woods Cross | UT | 10/2021 | 02/2022 |
| Rocky Mountain Logistics Llc | Kaysville | UT | 06/2021 | 09/2021 |
| Aptive Environmental | Provo | UT | 08/2020 | 08/2022 |
| Level 9 Sports | Woods Cross | UT | 09/2019 | 08/2020 |
| Provo Craft And Novelty | Spanish Fork | UT | 05/2018 | 09/2019 |
| Lifetime Products | Orem | UT | 03/2018 | 05/2018 |
| Church Of Jesus Christ Of Latter Day Saints | Fort Lauderdale | FL | 09/2015 | 08/2017 |
| Unemployed | Kaysville | UT | 08/2017 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-09 |
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