Caleb Manuel

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-08-08
TX	RA	APPROVED	2026-08-08

Branch Locations

New York, NY • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
University Of Utah	Salt Lake City	UT	01/2019	05/2021
Cottonwood High School	Murray	UT	01/2014	12/2018
Ski N See	Salt Lake City	UT	06/2021	03/2022
Myplanadvocate	Salt Lake City	UT	04/2022	07/2023
Fidelity Investments	Salt Lake City	UT	07/2023	08/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	08/2025	07/2026
Recreational Equipment	Sandy	UT	05/2022	07/2022
Olympic College	Bremerton	WA	08/2018	03/2020
University Of Utah	Salt Lake City	UT	08/2020	05/2022
Fidelity Investments	New York	NY	07/2026	Present

01/2019 → 05/2021

University Of Utah

Salt Lake City, UT
01/2014 → 12/2018

Cottonwood High School

Murray, UT
06/2021 → 03/2022

Ski N See

Salt Lake City, UT
04/2022 → 07/2023

Myplanadvocate

Salt Lake City, UT
07/2023 → 08/2025

Fidelity Investments

Salt Lake City, UT
08/2025 → 07/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
05/2022 → 07/2022

Recreational Equipment

Sandy, UT
08/2018 → 03/2020

Olympic College

Bremerton, WA
08/2020 → 05/2022

University Of Utah

Salt Lake City, UT
07/2026 → Present

Fidelity Investments

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-18
S63	Uniform Securities Agent State Law Examination	2023-11-20

Other Firms