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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
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2019 | 06/2024 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2017 | 08/2019 |
| Brigham Young University-Idaho | Rexburg | ID | 09/2012 | 07/2017 |
| Walmart-Pt | Scottsdale | AZ | 06/2019 | 01/2022 |
| Valet Living-Pt | Scottsdale | AZ | 06/2018 | 06/2019 |
| Target-Seasonal | Scottsdale | AZ | 10/2017 | 01/2018 |
| Walmart | Rexburg | ID | 02/2016 | 06/2017 |
| H&R Block-Seasonal | Rexburg | ID | 12/2016 | 04/2017 |
| Admiral Beverage Company-Seasonal | Idaho Falls | ID | 02/2017 | 02/2017 |
| Amazon | Goodyear | AZ | 03/2023 | 03/2023 |
| Valet Living | Tampa | FL | 05/2023 | 06/2024 |
| Self-Employed | Surprise | AZ | 06/2023 | 06/2024 |
| Fidelity Investments | Salt Lake City | UT | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-28 |
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