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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
West Valley City, 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2018 | Present |
| Granite Federal Credit Union | Salt Lake City | UT | 07/2017 | 03/2018 |
| University Fcu | Salt Lake City | UT | 10/2016 | 06/2017 |
| Mountain America Federal Credit Union | Salt Lake City | UT | 03/2013 | 10/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-94739|OrgNmn:Astral Tours DBA Grimm Ghost Tours|Org Addr:West Valle,Utah,US|OBA Nature:Company is a Ghost tour Compan|Invst Rel:N|Title:Employee|Duties:Will be answering phones with no compensation . May from time to time help drive the tour bus This activity would be compensated. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-26 |
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