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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 |
|---|---|---|---|---|
| Unemployed | South Jordan | UT | 08/2023 | 11/2023 |
| Enviroguard | Saint George | UT | 05/2023 | 08/2023 |
| Southern Utah University | Cedar City | UT | 09/2022 | 05/2023 |
| Construction Monitor | Cedar City | UT | 02/2023 | 06/2023 |
| Southern Utah University | Cedar City | UT | 08/2022 | 01/2023 |
| Express Employment Professionals | Cedar City | UT | 05/2022 | 06/2022 |
| Education At Work | Cedar City | UT | 03/2022 | 05/2022 |
| Southern Utah University | Cedar City | UT | 08/2021 | 05/2022 |
| Aptive | Provo | UT | 05/2021 | 08/2021 |
| Express Employment Professionals | Cedar City | UT | 01/2021 | 04/2021 |
| Southern Utah University | Cedar City | UT | 09/2020 | 05/2021 |
| Aptive | Provo | UT | 05/2020 | 08/2020 |
| America First Credit Union | South Jordan | UT | 01/2020 | 05/2020 |
| University Of Utah | Salt Lake City | UT | 09/2019 | 05/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Wichita | KS | 07/2017 | 07/2019 |
| Walmart | South Jordan | UT | 01/2017 | 05/2017 |
| Daybreak Community Association | South Jordan | UT | 05/2016 | 09/2016 |
| Herriman Hs | Herriman | UT | 08/2015 | 05/2017 |
| Fidelity Investments | Salt Lake City | UT | 11/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-08 |
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