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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Aliso Viejo, CA • United States
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain America Crdit Union | Riverton | UT | 11/2016 | 01/2018 |
| Vasa Fitness | Riverton | UT | 03/2015 | 03/2017 |
| Lpl Financial Llc | Riverton | UT | 04/2017 | 01/2018 |
| Feast Mode Flavors And Nutrition | Riverton | UT | 01/2018 | 06/2018 |
| Cetera Advisor Networks | El Segundo | CA | 03/2018 | 05/2018 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 09/2018 | 03/2020 |
| Unemployed | Lehi | UT | 05/2018 | 08/2018 |
| Carlson Optometry | Oroville | CA | 08/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Jordan | UT | 03/2020 | 10/2021 |
| Bank Of America, N.A. | West Jordan | UT | 03/2020 | 10/2021 |
| Fidelity Investments | American Fork | UT | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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