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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Financial Solutions | Salt Lake City | UT | 04/2003 | 10/2016 |
| Farmers Insurance Group | Salt Lake City | UT | 04/2003 | 10/2016 |
| Fidelity Investments | Campbell | CA | 02/2017 | Present |
| Unemployed | Sandy | UT | 10/2016 | 02/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-12 |
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