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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
North Ogden, 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 |
|---|---|---|---|---|
| Weber State University | Ogden | UT | 09/2013 | 02/2017 |
| Lularoe Madison Bready | Sandy | UT | 08/2016 | 02/2017 |
| Fidelity Brokerage Services, Llc | American Fork | UT | 02/2017 | 09/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2018 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 11/2018 | Present |
| Paychex Inc. | Layton | UT | 09/2018 | 11/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-10 |
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