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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
West Jordan, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 10/2023 | Present |
| Mountain America Credit Union | Sandy | UT | 11/2021 | 10/2023 |
| Catch It Events | Ogden | UT | 11/2019 | 03/2023 |
| Bronxton | Murray | UT | 11/2020 | 12/2021 |
| Contemporary Services Corporation | Salt Lake City | UT | 09/2020 | 01/2021 |
| Harmons Grocery | Draper | UT | 08/2015 | 05/2020 |
| University Of Utah | Salt Lake City | UT | 08/2020 | 05/2023 |
| Utah Valley University | Orem | UT | 08/2017 | 05/2020 |
| Corner Canyon Highschool | Draper | UT | 08/2015 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
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