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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
Clearfield, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunrise Cyclery | Logan | UT | 01/2016 | 08/2017 |
| Fidelity Investments | Salt Lake City | UT | 03/2024 | Present |
| Fox Pest Control | Logan | UT | 05/2018 | 08/2018 |
| Saturday Cycles | Salt Lake City | UT | 02/2019 | 08/2019 |
| T-Mac Transport Llc | Clearfield | UT | 07/2021 | 09/2022 |
| Mentors International | Kaysville | UT | 09/2018 | 12/2018 |
| Intermountain Employment Services | Logan | UT | 12/2016 | 03/2017 |
| B5 Maintenance | Bountiful | UT | 10/2022 | 01/2023 |
| England Logistics | Ogden | UT | 01/2021 | 07/2021 |
| Mithra Industries Inc | West Point | UT | 01/2023 | 02/2024 |
| Vivint Inc | Logan | UT | 09/2017 | 04/2018 |
| Perform Heating And Cooling | Bountiful | UT | 04/2020 | 12/2020 |
| Cafe Sabor | Logan | UT | 01/2020 | 04/2020 |
| Uber (Self) | Woods Cross | UT | 01/2018 | 02/2020 |
| Vivint Inc | Logan | UT | 08/2019 | 01/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-108064|OrgNmn:McCleery Properties LLC|Org Addr:Clearfield,Utah,US|OBA Nature:LLC for rental property manage|Invst Rel:Y|Title:Business Owner|Duties:This business is ultra low maintenence as i collect most of the rent on Stripe, and the lot is the space behind my house.|StrtDt:10-01-23|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-11 |
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