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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
South 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 | 02/2024 | Present |
| Amazon | Kent | WA | 10/2021 | 12/2021 |
| Greater Eastside Junior Football | Bellevue | WA | 08/2018 | 12/2018 |
| Unemployed | Renton | WA | 12/2018 | 10/2021 |
| Enlite Home | Provo | UT | 05/2022 | 09/2023 |
| Unemployed | Renton | WA | 01/2014 | 08/2018 |
| Mint Cleaning Utah | American Fork | UT | 05/2023 | 07/2023 |
| Mountain West Renewable Energy | Provo | UT | 01/2022 | 05/2022 |
| Unemployed | Provo | UT | 09/2023 | 02/2024 |
| Unemployed | Provo | UT | 12/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-06 |
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