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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| UT | RA | APPROVED | 2025-09-15 |
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 |
|---|---|---|---|---|
| Alpha Wealth Funds, Llc | Park City | UT | 01/2023 | 09/2024 |
| Student | Orem | UT | 08/2021 | 05/2025 |
| Futures Language School | Nasr City, Cairo | 01/2015 | 09/2017 | |
| Nermien Ismail School | Nasr City, Cairo | 10/2017 | 07/2019 | |
| Providence Hall High School | Herriman | UT | 08/2019 | 05/2021 |
| Shoe Dept. Encore | Sandy | UT | 05/2021 | 08/2021 |
| Larry H. Miller Used Car Supermarket | Sandy | UT | 05/2022 | 08/2022 |
| Fidelity Investments | Salt Lake City | UT | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-16 |
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