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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 | American Fork | UT | 01/2023 | Present |
| Total Client Connect | Lehi | UT | 11/2021 | 11/2022 |
| Aptive Enviromental | Provo | UT | 05/2021 | 11/2021 |
| Vivint Smart Home | Lindon | UT | 05/2020 | 05/2021 |
| Church Mission | Spokane | WA | 05/2018 | 08/2020 |
| Village Baker | Sandy | UT | 12/2016 | 08/2018 |
| Family Entertainment Of Utah Llc | Midvale | UT | 12/2012 | 12/2016 |
| Utah Valley University | Orem | UT | 01/2020 | 01/2022 |
| Alta High School | Sandy | UT | 08/2014 | 05/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
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