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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc. | Salt Lake City | UT | 01/2019 | 03/2026 |
| University Of Utah | Salt Lake City | UT | 05/2018 | 01/2019 |
| Brio Energy Slc | Sandy | UT | 02/2018 | 06/2018 |
| The Church Of Jesus Christ Of Latter-Day Saints | Montevideo | 09/2015 | 10/2017 | |
| Overstock.cOm | Salt Lake City | UT | 05/2018 | 01/2019 |
| Unemployed | Woods Cross | UT | 11/2017 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Facet | West Palm Beach | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-13 |
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