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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Taylorsville, UT • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T-Mobile | Salt Lake City | UT | 04/2016 | 04/2020 |
| Pho Q Food Truck | Salt Lake City | UT | 11/2022 | 11/2023 |
| Safe Streets Securiy | Lehi | UT | 04/2020 | 11/2023 |
| Policy Scout | South Jordan | UT | 11/2023 | 12/2023 |
| Utah State | Salt Lake City | UT | 08/2021 | 12/2022 |
| Fidelity Investments | Salt Lake City | UT | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-20 |
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