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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 | 12/2023 | Present |
| University Of Utah Health And Clinics | Salt Lake City | UT | 08/2021 | 11/2023 |
| Church Of Jesus Christ Of Latter Day Saints | Tampa | FL | 07/2019 | 07/2021 |
| Fiiz Drinks | Kaysville | UT | 02/2018 | 03/2019 |
| Cherry Hill | Kaysville | UT | 04/2017 | 10/2017 |
| Unemployed | Kayville | UT | 03/2001 | 04/2017 |
| Unemployed | Kaysville | UT | 10/2017 | 02/2018 |
| Unemployed | Layton | UT | 03/2019 | 07/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-21 |
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