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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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 10/2022 | 09/2023 |
| Air Duct Cleaners | Salt Lake City | UT | 07/2022 | 08/2022 |
| Varo Bank N.A. | Draper | UT | 02/2021 | 07/2022 |
| Overstock.COm, Inc. | Midvale | UT | 07/2020 | 01/2021 |
| United Postal Services Of America, Inc. | Atlanta | GA | 08/2019 | 07/2020 |
| Fexex Ground Pkg System Inc. | Collierville | TN | 03/2020 | 04/2020 |
| Kroger 706 | Cinncinnati | OH | 08/2018 | 08/2019 |
| Hawx Services Llc | Ogden | UT | 05/2018 | 08/2018 |
| Worktolive Utah Llc | Pleasant Grove | UT | 09/2017 | 04/2018 |
| Pilot Travel Centers Llc | Knoxville | TN | 08/2018 | 01/2019 |
| Hb Boys L.C. | Salt Lake City | UT | 08/2017 | 08/2017 |
| Pilot Travel Centers Llc | Knoxville | TN | 06/2015 | 08/2017 |
| Unemployed | Midvale | UT | 08/2022 | 10/2022 |
| Wendover Highschool | Wendover | UT | 11/2012 | 05/2017 |
| Morgan Stanley | Sandy | UT | 09/2023 | 01/2024 |
| Unemployed | Orem | UT | 01/2024 | 04/2024 |
| Fidelity Investments | Salt Lake City | UT | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-24 |
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