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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
1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 05/2023 | Present |
| Merrill Financial Associates | Provo | UT | 08/2021 | 03/2023 |
| Brigham Young University | Provo | UT | 09/2021 | 12/2021 |
| Banana Republic | Jupiter | FL | 07/2017 | 05/2018 |
| Suncoast High School | Riviera Beach | FL | 05/2013 | 07/2017 |
| Brigham Young University | Provo | UT | 05/2018 | 05/2019 |
| Unemployed | Yamoussoukro | 05/2019 | 05/2021 | |
| Brigham Young University | Provo | UT | 05/2021 | 08/2021 |
| Palm Beach State | Lake Worth | FL | 01/2017 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-16 |
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