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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 |
|---|---|---|---|---|
| Chip Cookies | Provo | UT | 08/2017 | 09/2017 |
| Snowbird | Snowbird | UT | 11/2017 | 04/2018 |
| Huish Materials | Salt Lake City | UT | 04/2020 | 06/2020 |
| Moosies Woodworks | Payson | UT | 06/2020 | 12/2021 |
| Farmers Insurance | Alpine | UT | 01/2021 | 09/2022 |
| Blue Raven Solar | Orem | UT | 08/2022 | 08/2022 |
| Dennler Furnishing | Provo | UT | 12/2022 | 03/2023 |
| Riverside Country Club | Provo | UT | 08/2022 | 05/2023 |
| Chipotle | Provo | UT | 07/2022 | 07/2022 |
| High School Student | Roseville | UT | 04/2013 | 08/2017 |
| Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 05/2018 | 04/2020 |
| Fidelity Investments | American Fork | UT | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
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