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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
Salt Lake City, UT • United States
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 05/2012 | 01/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| Fidelity Investments | Salt Lake City | UT | 12/2020 | Present |
| Fidelity Investments | Salt Lake City | UT | 01/2019 | 12/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-15833|OrgNmn:Personal Investment Property|Org Addr:Tyalorysvi,Utah,US|OBA Nature:Investment Property|Invst Rel:Y|Title:Sole Proprietor|Duties:Collecting Rent|StrtDt:07-21-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-115026|OrgNmn:St Johns Child Development Center|Org Addr:Salt Lake ,Utah,US|OBA Nature:Board Member|Invst Rel:N|Title:Director|Duties:It is basically a daycare that my daughter attends. Website is below. It is one meeting a month. Duties include Community engagement, school w|StrtDt:02-26-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-29 |
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