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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 |
|---|---|---|---|---|
| Cinemark | Layton | UT | 04/2016 | 12/2018 |
| Ups | Syracuse | UT | 11/2020 | 12/2020 |
| American Meadows | Clinton | UT | 04/2020 | 11/2020 |
| Weber State University | Ogden | UT | 09/2018 | 04/2022 |
| Unemployed | Layton | UT | 12/2018 | 04/2020 |
| Unemployed | Layton | UT | 12/2020 | 12/2022 |
| Fidelity Investments | American Fork | UT | 12/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-04 |
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