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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
Salt Lake 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 Investments | Salt Lake City | UT | 07/2023 | Present |
| Rocky Mountain Turf | Draper | UT | 06/2023 | 07/2023 |
| Climb Works Keana Farms | Kahuku | HI | 05/2021 | 04/2023 |
| Ola Properties | Kapolei | HI | 12/2022 | 04/2023 |
| Precinmac Inc. | South Paris | ME | 01/2023 | 04/2023 |
| Vivint Smart Home | El Paso | TX | 05/2018 | 08/2018 |
| Mcdonalds | Laie | HI | 03/2018 | 04/2018 |
| Kealakekua Mountain Reserve | Kealakekua | HI | 06/2022 | 08/2022 |
| Brigham Young University Of Hawaii | Laie | HI | 01/2018 | 04/2021 |
| Olive Garden | Provo | UT | 09/2020 | 01/2021 |
| Unemployed | Eau Claire | WI | 06/2020 | 09/2020 |
| Uber Eats | Park City | UT | 05/2023 | 06/2023 |
| The Church Of Jesus Christ Of Ladder-Day Saints | Posadas | 11/2015 | 10/2017 | |
| Indianhead Foodservice Distributor | Eau Claire | WI | 10/2017 | 01/2018 |
| Brigham Young University Of Hawaii | Laie | HI | 01/2023 | 04/2023 |
| Brigham Young University Of Hawaii | Laie | HI | 10/2018 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-27 |
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