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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salt Lake Community College | Taylorsville | UT | 05/2020 | 08/2020 |
| In-N-Out Burger | American Fork | UT | 06/2017 | 07/2017 |
| Harmons | Lehi | UT | 11/2020 | 05/2021 |
| Fidelity Investments | Salt Lake City | UT | 09/2024 | 01/2025 |
| Fidelity Investments | Salt Lake City | UT | 05/2021 | 04/2023 |
| Troon Golf | Highland | UT | 03/2018 | 04/2018 |
| Harmons | Lehi | UT | 05/2018 | 05/2019 |
| Fidelity Brokerage Services, Llc | Salt Lake City | UT | 05/2019 | 07/2019 |
| Lone Peak Highschool | Highland | UT | 04/2018 | 05/2018 |
| University Of Utah | Salt Lake City | UT | 08/2020 | 11/2020 |
| Allstar Bowling And Entertainment | Draper | UT | 07/2019 | 05/2020 |
| Full Time Education | Millcreek | UT | 04/2023 | 09/2024 |
| Lone Peak High School | Highland | UT | 08/2015 | 06/2017 |
| Lone Peak High School | Highland | UT | 07/2017 | 03/2018 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2025 | 04/2026 |
| Empower Financial Services, Inc. | Greenwood Village | CO | 07/2025 | 04/2026 |
| Azcomp Technologies | Mesa | AZ | 02/2025 | 07/2025 |
| Charles Schwab & Co., Inc. | Orlando | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-28 |
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