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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
West Jordan, UT • United States
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lisa Hill-Millar, Owner | Salt Lake City | UT | 03/2009 | 07/2018 |
| Td Ameritrade, Inc | Salt Lake City | UT | 05/2016 | 01/2021 |
| Jpmorgan Chase Bank, N.A. | Salt Lake City | UT | 03/2021 | 06/2021 |
| Td Ameritrade Investment Management, Llc | Salt Lake City | UT | 06/2016 | 12/2020 |
| Wells Fargo Advisors | Salt Lake City | UT | 12/2021 | 02/2022 |
| Fidelity Investments | Salt Lake City | UT | 02/2022 | Present |
| Unemployed | Salt Lake City | UT | 06/2021 | 12/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-04 |
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