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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
11513 Parkside Drive, Knoxville, TN 37934-1976 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Knoxville | TN | 10/2010 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-5581|OrgNmn:University of Tennessee|Org Addr:Knoxville,Tennessee,US|OBA Nature:Education|Invst Rel:Y|Title:Board Member- Torch Funds|Duties:Education regarding investments- risk, attributes, etc. for students at the University of Tennessee.|StrtDt:06-03-15|TotHrs/mon:1|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-29 |
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