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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
Grantsville, UT • United States
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 |
|---|---|---|---|---|
| Veterans First Mortgage | West Valley City | UT | 07/2016 | 03/2017 |
| N/A | Grantsville | UT | 03/2017 | 04/2017 |
| Alpine Cleaning And Restoration | Salt Lake City | UT | 04/2017 | 03/2018 |
| N/A | Grantsville | UT | 03/2018 | 04/2018 |
| Utah Higher Education Assistance Authority | Salt Lake City | UT | 04/2018 | 06/2018 |
| Utah Higher Education Assistance Authority | Salt Lake City | UT | 06/2018 | 04/2020 |
| Utah Higher Education Assistance Authority | Salt Lake City | UT | 04/2020 | 03/2022 |
| N/A | Salt Lake City | UT | 04/2022 | 06/2022 |
| State Of Utah | Salt Lake City | UT | 06/2022 | 10/2022 |
| Fidelity Investments | Salt Lake City | UT | 01/2023 | Present |
| Salt Lake Community College | Salt Lake City | UT | 01/2019 | 04/2019 |
| Western Governors University | Salt Lake City | UT | 10/2019 | 01/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-03 |
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