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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 | American Fork | UT | 01/2023 | Present |
| Ttg Management | St George | UT | 05/2020 | 12/2022 |
| Utah Tech University | St George | UT | 08/2020 | 11/2022 |
| A Gentle Touch Home Care | St George | UT | 05/2016 | 07/2017 |
| Pennant Services | Eagle | ID | 07/2019 | 08/2022 |
| Snow Canyon High School | St George | UT | 01/2013 | 07/2017 |
| Unemployed | Accra | 07/2017 | 07/2019 | |
| Utah Tech University | St George | UT | 08/2019 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-95034|OrgNmn:M & J Properties, L.L.C.|Org Addr:St. George,Utah,US|OBA Nature:Rental of an investment proper|Invst Rel:Y|Title:Partner|Duties:Administrative, bookkeeping and repairs/maintenance|StrtDt:01-01-23|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-28 |
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