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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 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investments | Kansas City | MO | 11/2000 | 05/2021 |
| Tuyen Nguyen - Self-Employed | Olathe | KS | 12/2011 | 10/2019 |
| Fidelity Investments | Salt Lake City | UT | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-30 |
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