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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 07/2023 | Present |
| Logos Coffee Company | Salt Lake City | UT | 06/2022 | 06/2023 |
| Title Guarantee | South Jordan | UT | 10/2021 | 05/2022 |
| Homie Title / Investors Title | South Jordan | UT | 04/2019 | 09/2021 |
| Dream Woods Inc | Herriman | UT | 12/2017 | 04/2019 |
| Tropical Smoothie Cafe | Cedar City | UT | 09/2016 | 12/2017 |
| Joann Fabrics And Crafts | Cedar City | UT | 06/2016 | 09/2016 |
| Southern Utah University | Cedar City | UT | 01/2016 | 01/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-01 |
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