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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 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Glen Allen | VA | 01/2014 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126475|OrgNmn:Shaklee|Org Addr:Powhatan,Virginia,US|OBA Nature:Health and Wellness|Invst Rel:N|Title:Independent|Duties:Purchase health and wellness products at a discount instead of full price|StrtDt:01-30-26|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-06 |
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