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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
| UT | RA | APPROVED | 2025-09-08 |
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 | UT | 08/2023 | Present |
| Unemployed | San Antonio | TX | 12/2022 | 08/2023 |
| New York Life | San Antonio | TX | 10/2022 | 12/2022 |
| Unemployed | San Antonio | TX | 12/2021 | 10/2022 |
| Texas State University | San Marcos | TX | 06/2019 | 12/2021 |
| Unemployed | San Antonio | TX | 08/2019 | 06/2020 |
| Texas State University | San Marcos | TX | 08/2014 | 07/2019 |
| Texas Army National Guard | San Antonio | TX | 01/2013 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-28 |
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