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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2017 | Present |
| Furnishingneeds.cOm | Salt Lake City | UT | 05/2015 | 02/2017 |
| Sacs Furniture | Salt Lake City | UT | 12/2014 | 02/2017 |
| Hemphill Records Llc | Salt Lake City | UT | 05/2016 | 03/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127909|OrgNmn:Est. 1990 LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:For Personal Real Estate Purpo|Invst Rel:Y|Title:Manager|Duties:Managing personal property and rentals|StrtDt:03-02-26|TotHrs/mon:1|TrdHrs/mon:0|OBA-120234|OrgNmn:Fox Den HOA|Org Addr:Millcreek,Utah,US|OBA Nature:Semi Annual meetings for my HO|Invst Rel:N|Title:HOA Board Member for the communit|Duties:Meeting with other board members semi annually|StrtDt:06-13-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-08 |
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