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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
1 disclosure category 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 |
|---|---|---|---|---|
| Lumen | Ut | UT | 05/2019 | 11/2023 |
| Insidesales.COm | Ut | UT | 05/2014 | 10/2016 |
| Lumen | Ut | UT | 04/2018 | 04/2019 |
| Home Depot | Ut | UT | 10/2019 | 01/2024 |
| Fidelity Investments | Salt Lake City | UT | 02/2024 | Present |
| Imaging Concepts | Ut | UT | 06/2017 | 03/2018 |
| Revver | Ut | UT | 11/2016 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107145|OrgNmn:Home Depot|Org Addr:American F,Utah,US|OBA Nature:I work part-time as a hardware|Invst Rel:N|Title:Hardware Associate|Duties:Helping customers|StrtDt:10-18-19|TotHrs/mon:65|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-01 |
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