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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 |
|---|---|---|---|---|
| Best Of Utah Moving Company | Sandy | UT | 06/2020 | 08/2020 |
| Victra | Draper | UT | 05/2022 | 12/2022 |
| Soccer Wall2Wall Inc | Lindon | UT | 11/2020 | 12/2022 |
| Smith's Food And Drug | Orem | UT | 09/2021 | 12/2021 |
| G&A Partners | Salt Lake City | UT | 10/2019 | 12/2019 |
| Davis School District | Layton | UT | 07/2017 | 07/2019 |
| Full-Time Education | Orem | UT | 12/2022 | 05/2023 |
| Unemployment | Layton | UT | 07/2019 | 09/2019 |
| Full-Time Education | Logan | UT | 01/2020 | 05/2020 |
| Full-Time Education | Orem | UT | 08/2020 | 12/2020 |
| Fidelity | American Fork | UT | 05/2023 | Present |
| Full-Time Education | Layton | UT | 01/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-16 |
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